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 | $18,757 | $48,335-61.2% | $121,098-84.5% | $71,457-73.8% |
| Participation rate | 73.6% | 54.3%+19.4pp | 69.5%+4.2pp | 67.9%+5.7pp |
| Annual return | 14.88% | 23.32%-8.4pp | 985.75%-970.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,131 | $1,489-24.0% | $4,164-72.8% | $2,588-56.3% |
| Participant deferral / active EE | $0 | $2,754-100.0% | $4,080-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,881 | $1,841+2.2% | $5,644-66.7% | $1,587+18.5% |