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 | $19,240 | $117,983-83.7% | $101,794-81.1% | $142,382-86.5% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 13.09% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $864 | $2,773-68.8% | $2,289-62.3% | $4,299-79.9% |
| Participant deferral / active EE | $1,945 | $4,714-58.7% | $4,084-52.4% | $6,507-70.1% |
| Admin fee / account holder | $1,966 | $10,433-81.2% | $8,777-77.6% | $12,624-84.4% |