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 | $19,156 | $60,124-68.1% | $90,404-78.8% | $79,858-76.0% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 22.95% | 71.94%-49.0pp | 1293.02%-1270.1pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,119 | $2,068-45.9% | $3,262-65.7% | $2,471-54.7% |
| Participant deferral / active EE | $1,838 | $2,938-37.4% | $3,963-53.6% | $3,740-50.8% |
| Admin fee / account holder | $866 | $3,976-78.2% | $5,611-84.6% | $5,306-83.7% |