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 | $19,206 | $85,202-77.5% | $172,739-88.9% | $72,985-73.7% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.6pp |
| Annual return | 22.47% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,165 | $3,324-64.9% | $5,143-77.3% | $2,440-52.2% |
| Participant deferral / active EE | $1,758 | $3,260-46.1% | $5,198-66.2% | $3,607-51.3% |
| Admin fee / account holder | $466 | $5,884-92.1% | $13,954-96.7% | $5,124-90.9% |