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 | $21,864 | $30,400-28.1% | $53,898-59.4% | $84,808-74.2% |
| Participation rate | 72.1% | 46.4%+25.6pp | 55.0%+17.1pp | 68.3%+3.8pp |
| Annual return | 14.92% | 500.19%-485.3pp | 528.60%-513.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $191 | $603-68.3% | $932-79.5% | $2,631-92.7% |
| Participant deferral / active EE | $837 | $1,199-30.1% | $1,826-54.1% | $4,212-80.1% |
| Admin fee / account holder | $392 | $1,993-80.3% | $2,491-84.3% | $7,344-94.7% |