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 | $25,599 | $77,899-67.1% | $149,673-82.9% | $75,163-65.9% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 18.16% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,668 | $3,137-46.8% | $4,818-65.4% | $2,670-37.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $441 | $5,956-92.6% | $13,210-96.7% | $5,651-92.2% |