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 | $21,351 | $65,365-67.3% | $92,893-77.0% | $72,985-70.7% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.7pp |
| Annual return | 20.65% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $625 | $2,594-75.9% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $2,153 | $3,128-31.2% | $4,236-49.2% | $3,607-40.3% |
| Admin fee / account holder | $3,152 | $4,251-25.9% | $5,794-45.6% | $5,124-38.5% |