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 | $20,992 | $133,922-84.3% | $116,228-81.9% | $142,382-85.3% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 15.45% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,727 | $3,446-49.9% | $2,994-42.3% | $4,299-59.8% |
| Participant deferral / active EE | $5,214 | $5,672-8.1% | $4,953+5.3% | $6,507-19.9% |
| Admin fee / account holder | $301 | $14,945-98.0% | $11,989-97.5% | $12,624-97.6% |