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 | $29,780 | $60,124-50.5% | $90,404-67.1% | $79,858-62.7% |
| Participation rate | 72.7% | 65.0%+7.7pp | 72.7%0pp | 69.6%+3.1pp |
| Annual return | 15.51% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $408 | $2,068-80.3% | $3,262-87.5% | $2,471-83.5% |
| Participant deferral / active EE | $2,979 | $2,938+1.4% | $3,963-24.8% | $3,740-20.3% |
| Admin fee / account holder | $486 | $3,976-87.8% | $5,611-91.3% | $5,306-90.8% |