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 | $18,539 | $107,015-82.7% | $73,545-74.8% | $147,584-87.4% |
| Participation rate | 71.4% | 66.4%+5.0pp | 54.9%+16.5pp | 82.8%-11.4pp |
| Annual return | 31.31% | 38.25%-6.9pp | -15.16%+46.5pp | 578.55%-547.2pp |
| Employer contribution / active EE | $2,345 | $1,760+33.2% | $1,219+92.4% | $4,876-51.9% |
| Participant deferral / active EE | $3,362 | $2,462+36.6% | $1,806+86.2% | $5,439-38.2% |
| Admin fee / account holder | $348 | $3,055-88.6% | $2,320-85.0% | $10,885-96.8% |