See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,764 | $54,705-54.7% | $71,209-65.2% | $84,808-70.8% |
| Participation rate | 74.1% | 64.1%+10.0pp | 73.8%+0.3pp | 68.3%+5.8pp |
| Annual return | 18.36% | 35.90%-17.5pp | 282.51%-264.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,344 | $2,158+8.6% | $2,721-13.8% | $2,631-10.9% |
| Participant deferral / active EE | $1,077 | $3,030-64.4% | $4,175-74.2% | $4,212-74.4% |
| Admin fee / account holder | $842 | $4,863-82.7% | $5,349-84.3% | $7,344-88.5% |