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 | $21,879 | $62,672-65.1% | $185,117-88.2% | $70,131-68.8% |
| Participation rate | 84.6% | 63.8%+20.8pp | 77.3%+7.4pp | 69.5%+15.1pp |
| Annual return | 20.27% | 40.79%-20.5pp | 40.50%-20.2pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,908 | $1,753+8.8% | $4,182-54.4% | $2,342-18.5% |
| Participant deferral / active EE | $5,253 | $3,272+60.6% | $5,045+4.1% | $3,332+57.7% |
| Admin fee / account holder | $628 | $3,932-84.0% | $8,159-92.3% | $4,645-86.5% |