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 | $17,657 | $58,927-70.0% | $76,817-77.0% | $72,985-75.8% |
| Participation rate | 96.4% | 67.3%+29.1pp | 72.1%+24.3pp | 69.5%+26.9pp |
| Annual return | 19.47% | 2305.64%-2286.2pp | 1166.11%-1146.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,924 | $1,787+7.7% | $2,302-16.4% | $2,440-21.1% |
| Participant deferral / active EE | $1,848 | $2,690-31.3% | $3,336-44.6% | $3,607-48.8% |
| Admin fee / account holder | $638 | $4,013-84.1% | $6,420-90.1% | $5,124-87.6% |