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 | $22,129 | $74,888-70.5% | $71,209-68.9% | $142,382-84.5% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 21.90% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $785 | $2,854-72.5% | $2,721-71.2% | $4,299-81.7% |
| Participant deferral / active EE | $4,121 | $4,454-7.5% | $4,175-1.3% | $6,507-36.7% |
| Admin fee / account holder | $1,197 | $5,568-78.5% | $5,349-77.6% | $12,624-90.5% |