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 | $25,732 | $60,124-57.2% | $90,404-71.5% | $79,858-67.8% |
| Participation rate | 97.4% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.8pp |
| Annual return | 14.97% | 71.94%-57.0pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $977 | $2,068-52.7% | $3,262-70.0% | $2,471-60.4% |
| Participant deferral / active EE | $1,478 | $2,938-49.7% | $3,963-62.7% | $3,740-60.5% |
| Admin fee / account holder | $4,687 | $3,976+17.9% | $5,611-16.5% | $5,306-11.7% |