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 | $22,038 | $96,635-77.2% | $86,612-74.6% | $139,434-84.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 21.15% | 106.41%-85.3pp | 591.07%-569.9pp | 372.94%-351.8pp |
| Employer contribution / active EE | $876 | $3,263-73.2% | $3,022-71.0% | $4,751-81.6% |
| Participant deferral / active EE | $3,706 | $4,836-23.4% | $4,438-16.5% | $6,710-44.8% |
| Admin fee / account holder | $1,703 | $6,408-73.4% | $5,614-69.7% | $11,403-85.1% |