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 | $20,099 | $52,279-61.6% | $89,391-77.5% | $79,858-74.8% |
| Participation rate | 78.8% | 57.5%+21.2pp | 68.0%+10.8pp | 69.6%+9.2pp |
| Annual return | 18.53% | 22.16%-3.6pp | 245.62%-227.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $895 | $1,572-43.0% | $2,586-65.4% | $2,471-63.8% |
| Participant deferral / active EE | $1,215 | $2,740-55.7% | $3,890-68.8% | $3,740-67.5% |
| Admin fee / account holder | $685 | $3,356-79.6% | $4,881-86.0% | $5,306-87.1% |