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 | $25,521 | $77,634-67.1% | $156,549-83.7% | $62,891-59.4% |
| Participation rate | 70.3% | 71.2%-0.9pp | 84.0%-13.7pp | 69.3%+1.0pp |
| Annual return | 22.86% | 50.32%-27.5pp | 32.23%-9.4pp | 20.14%+2.7pp |
| Employer contribution / active EE | $1,334 | $3,444-61.3% | $5,501-75.8% | $2,281-41.5% |
| Participant deferral / active EE | $1,750 | $3,045-42.5% | $4,871-64.1% | $3,203-45.4% |
| Admin fee / account holder | $1,596 | $5,561-71.3% | $13,027-87.7% | $4,296-62.8% |