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 | $22,892 | $30,400-24.7% | $53,898-57.5% | $84,808-73.0% |
| Participation rate | 72.7% | 46.4%+26.3pp | 55.0%+17.8pp | 68.3%+4.4pp |
| Annual return | 17.04% | 500.19%-483.1pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $712 | $603+18.1% | $932-23.6% | $2,631-72.9% |
| Participant deferral / active EE | $2,325 | $1,199+94.0% | $1,826+27.3% | $4,212-44.8% |
| Admin fee / account holder | $2,726 | $1,993+36.8% | $2,491+9.5% | $7,344-62.9% |