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 | $24,170 | $30,400-20.5% | $53,898-55.2% | $84,808-71.5% |
| Participation rate | 73.5% | 46.4%+27.1pp | 55.0%+18.6pp | 68.3%+5.2pp |
| Annual return | 17.60% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $477 | $603-20.9% | $932-48.8% | $2,631-81.9% |
| Participant deferral / active EE | $2,894 | $1,199+141.4% | $1,826+58.4% | $4,212-31.3% |
| Admin fee / account holder | $560 | $1,993-71.9% | $2,491-77.5% | $7,344-92.4% |