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 | $19,878 | $77,634-74.4% | $156,549-87.3% | $62,891-68.4% |
| Participation rate | 73.3% | 71.2%+2.1pp | 84.0%-10.7pp | 69.3%+4.0pp |
| Annual return | 37.08% | 50.32%-13.2pp | 32.23%+4.9pp | 20.14%+16.9pp |
| Employer contribution / active EE | $1,259 | $3,444-63.4% | $5,501-77.1% | $2,281-44.8% |
| Participant deferral / active EE | $1,867 | $3,045-38.7% | $4,871-61.7% | $3,203-41.7% |
| Admin fee / account holder | $852 | $5,561-84.7% | $13,027-93.5% | $4,296-80.2% |