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 | $24,546 | $65,409-62.5% | $98,442-75.1% | $85,850-71.4% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.7pp | 69.3%+11.8pp |
| Annual return | 12.85% | 21.76%-8.9pp | 1492.73%-1479.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $590 | $2,168-72.8% | $2,960-80.1% | $2,565-77.0% |
| Participant deferral / active EE | $3,014 | $3,166-4.8% | $4,276-29.5% | $3,952-23.7% |
| Admin fee / account holder | $2,150 | $4,593-53.2% | $5,949-63.9% | $6,260-65.7% |