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 | $24,634 | $109,982-77.6% | $97,226-74.7% | $145,922-83.1% |
| Participation rate | 70.6% | 75.9%-5.4pp | 72.7%-2.1pp | 80.3%-9.7pp |
| Annual return | 13.21% | 242.90%-229.7pp | 75.13%-61.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $701 | $3,084-77.3% | $2,729-74.3% | $4,660-84.9% |
| Participant deferral / active EE | $1,527 | $4,676-67.3% | $4,264-64.2% | $6,688-77.2% |
| Admin fee / account holder | $485 | $6,221-92.2% | $5,654-91.4% | $13,397-96.4% |