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 | $21,241 | $183,519-88.4% | $155,509-86.3% | $145,922-85.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 12.44% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,925 | $5,313-63.8% | $4,672-58.8% | $4,660-58.7% |
| Participant deferral / active EE | $2,116 | $6,462-67.3% | $5,626-62.4% | $6,688-68.4% |
| Admin fee / account holder | $3,791 | $19,313-80.4% | $15,912-76.2% | $13,397-71.7% |