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 | $23,701 | $58,208-59.3% | $81,812-71.0% | $80,856-70.7% |
| Participation rate | 87.9% | 63.4%+24.5pp | 72.3%+15.5pp | 67.6%+20.2pp |
| Annual return | 11.54% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,751 | $2,340-25.2% | $2,912-39.9% | $2,755-36.4% |
| Participant deferral / active EE | $1,464 | $3,281-55.4% | $4,319-66.1% | $4,296-65.9% |
| Admin fee / account holder | $6,620 | $4,981+32.9% | $7,386-10.4% | $6,918-4.3% |