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 | $23,591 | $100,773-76.6% | $88,946-73.5% | $142,382-83.4% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 16.43% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,912 | $2,918-34.5% | $2,555-25.2% | $4,299-55.5% |
| Participant deferral / active EE | $3,442 | $5,230-34.2% | $4,581-24.9% | $6,507-47.1% |
| Admin fee / account holder | $1,141 | $9,693-88.2% | $8,261-86.2% | $12,624-91.0% |