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 | $14,238 | $85,202-83.3% | $172,739-91.8% | $72,985-80.5% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 17.60% | 27.32%-9.7pp | 802.84%-785.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,114 | $3,324-66.5% | $5,143-78.3% | $2,440-54.3% |
| Participant deferral / active EE | $1,533 | $3,260-53.0% | $5,198-70.5% | $3,607-57.5% |
| Admin fee / account holder | $2,111 | $5,884-64.1% | $13,954-84.9% | $5,124-58.8% |