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 | $24,384 | $65,409-62.7% | $98,442-75.2% | $85,850-71.6% |
| Participation rate | 77.5% | 65.0%+12.5pp | 73.3%+4.1pp | 69.3%+8.2pp |
| Annual return | 12.07% | 21.76%-9.7pp | 1492.73%-1480.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $588 | $2,168-72.9% | $2,960-80.1% | $2,565-77.1% |
| Participant deferral / active EE | $1,599 | $3,166-49.5% | $4,276-62.6% | $3,952-59.5% |
| Admin fee / account holder | $3,534 | $4,593-23.1% | $5,949-40.6% | $6,260-43.5% |