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 5-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 | $17,474 | $30,400-42.5% | $53,898-67.6% | $84,808-79.4% |
| Participation rate | 81.3% | 46.4%+34.8pp | 55.0%+26.3pp | 68.3%+12.9pp |
| Annual return | 21.72% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,077 | $603+78.7% | $932+15.6% | $2,631-59.1% |
| Participant deferral / active EE | $2,678 | $1,199+123.4% | $1,826+46.6% | $4,212-36.4% |
| Admin fee / account holder | $1,155 | $1,993-42.1% | $2,491-53.6% | $7,344-84.3% |