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 | $21,977 | $74,888-70.7% | $71,209-69.1% | $142,382-84.6% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 13.19% | 345.14%-332.0pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $842 | $2,854-70.5% | $2,721-69.1% | $4,299-80.4% |
| Participant deferral / active EE | $2,173 | $4,454-51.2% | $4,175-48.0% | $6,507-66.6% |
| Admin fee / account holder | $1,342 | $5,568-75.9% | $5,349-74.9% | $12,624-89.4% |