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 | $20,857 | $51,175-59.2% | $70,515-70.4% | $75,163-72.3% |
| Participation rate | 82.9% | 60.9%+22.0pp | 68.3%+14.6pp | 67.2%+15.7pp |
| Annual return | 20.19% | 30.02%-9.8pp | 32.77%-12.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,699 | $2,849-40.4% | $4,567-62.8% | $4,125-58.8% |
| Admin fee / account holder | $1,672 | $4,091-59.1% | $6,412-73.9% | $5,651-70.4% |