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 | $21,433 | $114,381-81.3% | $107,525-80.1% | $142,382-84.9% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 18.60% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $18,689 | $4,015+365.5% | $3,754+397.9% | $4,299+334.7% |
| Participant deferral / active EE | $2,490 | $5,564-55.3% | $5,116-51.3% | $6,507-61.7% |
| Admin fee / account holder | $4,428 | $9,860-55.1% | $8,919-50.4% | $12,624-64.9% |