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 9-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 | $21,032 | $70,606-70.2% | $53,898-61.0% | $142,382-85.2% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 14.62% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,341 | $1,202+11.5% | $932+43.9% | $4,299-68.8% |
| Participant deferral / active EE | $3,633 | $2,364+53.7% | $1,826+98.9% | $6,507-44.2% |
| Admin fee / account holder | $4,345 | $2,852+52.4% | $2,491+74.4% | $12,624-65.6% |