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 9-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 | $20,842 | $68,346-69.5% | $94,646-78.0% | $75,163-72.3% |
| Participation rate | 85.2% | 76.1%+9.1pp | 80.8%+4.4pp | 67.2%+18.0pp |
| Annual return | 18.90% | 616.93%-598.0pp | 156.71%-137.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $837 | $2,701-69.0% | $3,672-77.2% | $2,670-68.7% |
| Participant deferral / active EE | $3,906 | $6,537-40.3% | $7,418-47.3% | $4,125-5.3% |
| Admin fee / account holder | $1,240 | $5,326-76.7% | $7,231-82.8% | $5,651-78.0% |