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 | $19,615 | $91,037-78.5% | $71,671-72.6% | $147,584-86.7% |
| Participation rate | 76.2% | 76.1%+0.1pp | 68.7%+7.4pp | 82.8%-6.6pp |
| Annual return | 24.38% | 20.48%+3.9pp | 20.65%+3.7pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,501 | $3,327-54.9% | $2,460-39.0% | $4,876-69.2% |
| Participant deferral / active EE | $3,412 | $4,498-24.1% | $3,438-0.8% | $5,439-37.3% |
| Admin fee / account holder | $1,248 | $8,613-85.5% | $5,558-77.5% | $10,885-88.5% |