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 8-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 | $23,377 | $100,773-76.8% | $88,946-73.7% | $142,382-83.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.26% | 70.18%-54.9pp | 57.82%-42.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $964 | $2,918-67.0% | $2,555-62.3% | $4,299-77.6% |
| Participant deferral / active EE | $2,631 | $5,230-49.7% | $4,581-42.6% | $6,507-59.6% |
| Admin fee / account holder | $1,426 | $9,693-85.3% | $8,261-82.7% | $12,624-88.7% |