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 9-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 | $22,947 | $70,669-67.5% | $169,368-86.5% | $75,163-69.5% |
| Participation rate | 73.8% | 64.8%+9.0pp | 77.1%-3.3pp | 67.2%+6.6pp |
| Annual return | 17.23% | 36.36%-19.1pp | 405.60%-388.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,597 | $2,211-27.8% | $4,013-60.2% | $2,670-40.2% |
| Participant deferral / active EE | $2,492 | $4,311-42.2% | $6,221-59.9% | $4,125-39.6% |
| Admin fee / account holder | $3,051 | $5,402-43.5% | $9,003-66.1% | $5,651-46.0% |