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 | $27,259 | $116,175-76.5% | $93,606-70.9% | $152,861-82.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 18.24% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $721 | $3,218-77.6% | $2,718-73.5% | $4,762-84.9% |
| Participant deferral / active EE | $1,780 | $4,603-61.3% | $4,069-56.2% | $5,850-69.6% |
| Admin fee / account holder | $801 | $10,748-92.6% | $7,888-89.9% | $11,596-93.1% |