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 | $26,200 | $74,888-65.0% | $71,209-63.2% | $142,382-81.6% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 14.17% | 345.14%-331.0pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $921 | $2,854-67.7% | $2,721-66.2% | $4,299-78.6% |
| Participant deferral / active EE | $1,617 | $4,454-63.7% | $4,175-61.3% | $6,507-75.2% |
| Admin fee / account holder | $1,470 | $5,568-73.6% | $5,349-72.5% | $12,624-88.4% |