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 | $22,937 | $91,190-74.8% | $178,490-87.1% | $79,858-71.3% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 17.47% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $983 | $3,256-69.8% | $5,011-80.4% | $2,471-60.2% |
| Participant deferral / active EE | $4,025 | $3,236+24.4% | $5,202-22.6% | $3,740+7.6% |
| Admin fee / account holder | $1,016 | $6,751-85.0% | $13,984-92.7% | $5,306-80.9% |