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 | $17,021 | $95,416-82.2% | $185,823-90.8% | $85,850-80.2% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 17.49% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,057 | $3,314-68.1% | $5,167-79.5% | $2,565-58.8% |
| Participant deferral / active EE | $1,122 | $3,423-67.2% | $5,568-79.8% | $3,952-71.6% |
| Admin fee / account holder | $472 | $7,213-93.5% | $16,237-97.1% | $6,260-92.5% |