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 9-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 | $18,990 | $61,774-69.3% | $97,226-80.5% | $80,856-76.5% |
| Participation rate | 73.3% | 63.5%+9.8pp | 72.7%+0.6pp | 67.6%+5.7pp |
| Annual return | 38.02% | -557.90%+595.9pp | 75.13%-37.1pp | 35.59%+2.4pp |
| Employer contribution / active EE | $1,614 | $1,837-12.1% | $2,729-40.9% | $2,755-41.4% |
| Participant deferral / active EE | $3,490 | $3,029+15.2% | $4,264-18.2% | $4,296-18.8% |
| Admin fee / account holder | $608 | $5,166-88.2% | $5,654-89.3% | $6,918-91.2% |