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 | $21,312 | $63,346-66.4% | $92,233-76.9% | $70,131-69.6% |
| Participation rate | 72.1% | 68.7%+3.5pp | 76.5%-4.3pp | 69.5%+2.6pp |
| Annual return | 15.39% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,249 | $2,471-49.5% | $3,679-66.1% | $2,342-46.7% |
| Participant deferral / active EE | $2,155 | $2,854-24.5% | $3,897-44.7% | $3,332-35.3% |
| Admin fee / account holder | $1,679 | $3,840-56.3% | $5,194-67.7% | $4,645-63.9% |