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 | $23,544 | $104,907-77.6% | $84,611-72.2% | $152,861-84.6% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 19.65% | 373.79%-354.1pp | 258.74%-239.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $516 | $3,302-84.4% | $2,652-80.5% | $4,762-89.2% |
| Participant deferral / active EE | $1,140 | $4,688-75.7% | $3,899-70.8% | $5,850-80.5% |
| Admin fee / account holder | $2,260 | $6,241-63.8% | $4,912-54.0% | $11,596-80.5% |