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 5-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 | $21,981 | $133,922-83.6% | $116,228-81.1% | $142,382-84.6% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.6%+13.7pp | 80.1%+8.1pp |
| Annual return | 15.63% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $980 | $3,446-71.6% | $2,994-67.3% | $4,299-77.2% |
| Participant deferral / active EE | $2,472 | $5,672-56.4% | $4,953-50.1% | $6,507-62.0% |
| Admin fee / account holder | $714 | $14,945-95.2% | $11,989-94.0% | $12,624-94.3% |