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 | $22,165 | $84,233-73.7% | $170,442-87.0% | $70,131-68.4% |
| Participation rate | 83.6% | 70.8%+12.8pp | 83.6%0pp | 69.5%+14.1pp |
| Annual return | 13.15% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,631 | $3,387-51.8% | $5,433-70.0% | $2,342-30.4% |
| Participant deferral / active EE | $1,268 | $3,086-58.9% | $4,939-74.3% | $3,332-61.9% |
| Admin fee / account holder | $1,013 | $5,698-82.2% | $13,880-92.7% | $4,645-78.2% |