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 | $21,884 | $48,046-54.5% | $84,611-74.1% | $72,985-70.0% |
| Participation rate | 97.1% | 57.6%+39.6pp | 68.2%+28.9pp | 69.5%+27.7pp |
| Annual return | 19.55% | 37.38%-17.8pp | 258.74%-239.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,562 | $1,602-2.5% | $2,652-41.1% | $2,440-36.0% |
| Participant deferral / active EE | $915 | $2,680-65.9% | $3,899-76.5% | $3,607-74.6% |
| Admin fee / account holder | $1,769 | $3,395-47.9% | $4,912-64.0% | $5,124-65.5% |