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 | $21,927 | $63,861-65.7% | $104,607-79.0% | $79,858-72.5% |
| Participation rate | 86.4% | 64.9%+21.4pp | 74.1%+12.3pp | 69.6%+16.7pp |
| Annual return | 42.58% | 21.30%+21.3pp | 340.46%-297.9pp | 31.71%+10.9pp |
| Employer contribution / active EE | $1,558 | $1,588-1.9% | $2,681-41.9% | $2,471-36.9% |
| Participant deferral / active EE | $2,270 | $2,693-15.7% | $3,740-39.3% | $3,740-39.3% |
| Admin fee / account holder | $550 | $4,185-86.9% | $6,473-91.5% | $5,306-89.6% |