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 | $23,508 | $118,680-80.2% | $98,907-76.2% | $158,922-85.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 13.20% | 372.35%-359.2pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $705 | $3,333-78.9% | $2,689-73.8% | $4,761-85.2% |
| Participant deferral / active EE | $2,685 | $5,088-47.2% | $4,244-36.7% | $5,982-55.1% |
| Admin fee / account holder | $2,504 | $10,131-75.3% | $6,642-62.3% | $11,246-77.7% |