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 | $9,322 | $74,888-87.6% | $71,209-86.9% | $142,382-93.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.48% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $429 | $2,854-85.0% | $2,721-84.2% | $4,299-90.0% |
| Participant deferral / active EE | $2,552 | $4,454-42.7% | $4,175-38.9% | $6,507-60.8% |
| Admin fee / account holder | $5,253 | $5,568-5.7% | $5,349-1.8% | $12,624-58.4% |