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 | $20,443 | $111,724-81.7% | $93,606-78.2% | $145,922-86.0% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 16.95% | 202.98%-186.0pp | 133.20%-116.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $590 | $3,090-80.9% | $2,420-75.6% | $4,660-87.3% |
| Participant deferral / active EE | $2,221 | $4,912-54.8% | $4,411-49.6% | $6,688-66.8% |
| Admin fee / account holder | $595 | $10,250-94.2% | $8,285-92.8% | $13,397-95.6% |