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 | $21,548 | $58,208-63.0% | $81,812-73.7% | $80,856-73.4% |
| Participation rate | 72.1% | 63.4%+8.7pp | 72.3%-0.3pp | 67.6%+4.5pp |
| Annual return | 11.34% | 41.66%-30.3pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,135 | $2,340-51.5% | $2,912-61.0% | $2,755-58.8% |
| Participant deferral / active EE | $1,107 | $3,281-66.3% | $4,319-74.4% | $4,296-74.2% |
| Admin fee / account holder | $531 | $4,981-89.3% | $7,386-92.8% | $6,918-92.3% |