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 | $20,747 | $91,037-77.2% | $71,671-71.1% | $147,584-85.9% |
| Participation rate | 93.8% | 76.1%+17.6pp | 68.7%+25.0pp | 82.8%+10.9pp |
| Annual return | 10.62% | 20.48%-9.9pp | 20.65%-10.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $883 | $3,327-73.5% | $2,460-64.1% | $4,876-81.9% |
| Participant deferral / active EE | $3,371 | $4,498-25.1% | $3,438-2.0% | $5,439-38.0% |
| Admin fee / account holder | $3,119 | $8,613-63.8% | $5,558-43.9% | $10,885-71.3% |