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 | $20,199 | $77,899-74.1% | $149,673-86.5% | $75,163-73.1% |
| Participation rate | 81.3% | 65.6%+15.8pp | 78.8%+2.6pp | 67.2%+14.1pp |
| Annual return | 20.69% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $702 | $3,137-77.6% | $4,818-85.4% | $2,670-73.7% |
| Participant deferral / active EE | $2,897 | $3,411-15.1% | $5,680-49.0% | $4,125-29.8% |
| Admin fee / account holder | $1,344 | $5,956-77.4% | $13,210-89.8% | $5,651-76.2% |