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 | $18,959 | $65,561-71.1% | $86,188-78.0% | $75,163-74.8% |
| Participation rate | 74.7% | 60.5%+14.2pp | 69.0%+5.7pp | 67.2%+7.5pp |
| Annual return | 19.34% | 46.05%-26.7pp | 1168.45%-1149.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,959 | $1,553+26.1% | $2,380-17.7% | $2,670-26.6% |
| Participant deferral / active EE | $2,862 | $3,024-5.4% | $3,985-28.2% | $4,125-30.6% |
| Admin fee / account holder | $2,673 | $5,474-51.2% | $6,852-61.0% | $5,651-52.7% |