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 | $24,141 | $99,652-75.8% | $78,778-69.4% | $147,584-83.6% |
| Participation rate | 79.2% | 76.2%+2.9pp | 69.2%+10.0pp | 82.8%-3.7pp |
| Annual return | 12.89% | 47.28%-34.4pp | 35.62%-22.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $521 | $2,796-81.4% | $1,986-73.7% | $4,876-89.3% |
| Participant deferral / active EE | $3,398 | $3,664-7.2% | $2,958+14.9% | $5,439-37.5% |
| Admin fee / account holder | $588 | $7,155-91.8% | $5,134-88.5% | $10,885-94.6% |