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 | $22,884 | $183,519-87.5% | $155,509-85.3% | $145,922-84.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.19% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,452 | $5,313-53.8% | $4,672-47.5% | $4,660-47.4% |
| Participant deferral / active EE | $5,339 | $6,462-17.4% | $5,626-5.1% | $6,688-20.2% |
| Admin fee / account holder | $736 | $19,313-96.2% | $15,912-95.4% | $13,397-94.5% |