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 | $21,849 | $118,849-81.6% | $96,562-77.4% | $167,490-87.0% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 16.08% | 50.49%-34.4pp | 37.78%-21.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,505 | $3,120-51.8% | $2,356-36.2% | $4,837-68.9% |
| Participant deferral / active EE | $4,006 | $4,616-13.2% | $3,849+4.1% | $6,341-36.8% |
| Admin fee / account holder | $874 | $8,065-89.2% | $6,181-85.9% | $12,309-92.9% |