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 | $21,911 | $48,795-55.1% | $65,493-66.5% | $84,808-74.2% |
| Participation rate | 98.6% | 67.0%+31.6pp | 73.1%+25.5pp | 68.3%+30.2pp |
| Annual return | 18.58% | 20.20%-1.6pp | 982.45%-963.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,542 | $1,930-20.1% | $2,574-40.1% | $2,631-41.4% |
| Participant deferral / active EE | $3,049 | $2,928+4.1% | $3,961-23.0% | $4,212-27.6% |
| Admin fee / account holder | $970 | $3,877-75.0% | $5,028-80.7% | $7,344-86.8% |