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 9-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 | $20,279 | $106,584-81.0% | $101,326-80.0% | $142,382-85.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 21.99% | 36.93%-14.9pp | 36.82%-14.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $829 | $3,956-79.1% | $3,665-77.4% | $4,299-80.7% |
| Participant deferral / active EE | $5,109 | $8,297-38.4% | $7,994-36.1% | $6,507-21.5% |
| Admin fee / account holder | $1,250 | $11,446-89.1% | $11,185-88.8% | $12,624-90.1% |