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 | $21,009 | $100,773-79.2% | $88,946-76.4% | $142,382-85.2% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.8%+10.1pp | 80.1%-1.2pp |
| Annual return | 13.88% | 70.18%-56.3pp | 57.82%-43.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,701 | $2,918-41.7% | $2,555-33.4% | $4,299-60.4% |
| Participant deferral / active EE | $2,199 | $5,230-57.9% | $4,581-52.0% | $6,507-66.2% |
| Admin fee / account holder | $2,991 | $9,693-69.1% | $8,261-63.8% | $12,624-76.3% |