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 8-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 | $22,375 | $48,230-53.6% | $67,502-66.9% | $80,856-72.3% |
| Participation rate | 86.3% | 66.4%+19.9pp | 72.9%+13.4pp | 67.6%+18.6pp |
| Annual return | 12.96% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,358 | $2,924-53.6% | $4,000-66.1% | $4,296-68.4% |
| Admin fee / account holder | $2,514 | $3,681-31.7% | $3,998-37.1% | $6,918-63.7% |