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 | $17,026 | $77,899-78.1% | $149,673-88.6% | $75,163-77.3% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 21.88% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,351 | $3,137-56.9% | $4,818-72.0% | $2,670-49.4% |
| Participant deferral / active EE | $2,523 | $3,411-26.0% | $5,680-55.6% | $4,125-38.8% |
| Admin fee / account holder | $3,591 | $5,956-39.7% | $13,210-72.8% | $5,651-36.5% |