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 | $21,943 | $95,416-77.0% | $185,823-88.2% | $85,850-74.4% |
| Participation rate | 77.5% | 68.8%+8.7pp | 81.7%-4.2pp | 69.3%+8.2pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $779 | $3,314-76.5% | $5,167-84.9% | $2,565-69.6% |
| Participant deferral / active EE | $1,808 | $3,423-47.2% | $5,568-67.5% | $3,952-54.3% |
| Admin fee / account holder | $737 | $7,213-89.8% | $16,237-95.5% | $6,260-88.2% |