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 | $21,656 | $107,334-79.8% | $92,893-76.7% | $152,861-85.8% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 18.25% | 145.58%-127.3pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,072 | $4,221-50.9% | $3,653-43.3% | $4,762-56.5% |
| Participant deferral / active EE | $3,645 | $4,845-24.8% | $4,236-14.0% | $5,850-37.7% |
| Admin fee / account holder | $576 | $7,079-91.9% | $5,794-90.1% | $11,596-95.0% |