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 3-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 | $14,336 | $58,208-75.4% | $81,812-82.5% | $80,856-82.3% |
| Participation rate | 73.7% | 63.4%+10.3pp | 72.3%+1.3pp | 67.6%+6.0pp |
| Annual return | 52.79% | 41.66%+11.1pp | 773.79%-721.0pp | 35.59%+17.2pp |
| Employer contribution / active EE | $967 | $2,340-58.7% | $2,912-66.8% | $2,755-64.9% |
| Participant deferral / active EE | $2,991 | $3,281-8.8% | $4,319-30.7% | $4,296-30.4% |
| Admin fee / account holder | $608 | $4,981-87.8% | $7,386-91.8% | $6,918-91.2% |