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 | $25,224 | $112,881-77.7% | $90,951-72.3% | $158,922-84.1% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 19.37% | 215.79%-196.4pp | 134.60%-115.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $707 | $2,893-75.6% | $2,122-66.7% | $4,761-85.2% |
| Participant deferral / active EE | $1,344 | $4,128-67.4% | $3,373-60.1% | $5,982-77.5% |
| Admin fee / account holder | $3,583 | $8,041-55.4% | $5,959-39.9% | $11,246-68.1% |