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 | $23,664 | $48,795-51.5% | $65,493-63.9% | $84,808-72.1% |
| Participation rate | 71.4% | 67.0%+4.4pp | 73.1%-1.7pp | 68.3%+3.1pp |
| Annual return | 15.19% | 20.20%-5.0pp | 982.45%-967.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,226 | $1,930-36.5% | $2,574-52.4% | $2,631-53.4% |
| Participant deferral / active EE | $2,154 | $2,928-26.4% | $3,961-45.6% | $4,212-48.9% |
| Admin fee / account holder | $1,124 | $3,877-71.0% | $5,028-77.6% | $7,344-84.7% |