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 | $23,036 | $96,635-76.2% | $86,612-73.4% | $139,434-83.5% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 22.15% | 106.41%-84.3pp | 591.07%-568.9pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,628 | $3,263-50.1% | $3,022-46.1% | $4,751-65.7% |
| Participant deferral / active EE | $1,868 | $4,836-61.4% | $4,438-57.9% | $6,710-72.2% |
| Admin fee / account holder | $1,294 | $6,408-79.8% | $5,614-77.0% | $11,403-88.7% |