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 | $20,036 | $84,696-76.3% | $75,696-73.5% | $167,490-88.0% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 16.43% | 199.36%-182.9pp | 104.53%-88.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $915 | $3,230-71.7% | $2,743-66.6% | $4,837-81.1% |
| Participant deferral / active EE | $2,402 | $4,580-47.5% | $3,821-37.1% | $6,341-62.1% |
| Admin fee / account holder | $642 | $5,355-88.0% | $3,619-82.3% | $12,309-94.8% |