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 | $20,319 | $111,724-81.8% | $93,606-78.3% | $145,922-86.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 12.76% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $805 | $3,090-74.0% | $2,420-66.7% | $4,660-82.7% |
| Participant deferral / active EE | $1,880 | $4,912-61.7% | $4,411-57.4% | $6,688-71.9% |
| Admin fee / account holder | $514 | $10,250-95.0% | $8,285-93.8% | $13,397-96.2% |