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 | $23,744 | $58,694-59.5% | $142,863-83.4% | $85,850-72.3% |
| Participation rate | 72.2% | 58.5%+13.7pp | 71.9%+0.3pp | 69.3%+2.9pp |
| Annual return | 12.84% | 27.72%-14.9pp | 5637.54%-5624.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,627 | $1,423+14.4% | $4,144-60.7% | $2,565-36.6% |
| Participant deferral / active EE | $2,682 | $2,607+2.8% | $3,837-30.1% | $3,952-32.1% |
| Admin fee / account holder | $1,461 | $4,239-65.5% | $6,560-77.7% | $6,260-76.7% |