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 | $21,187 | $106,584-80.1% | $101,326-79.1% | $142,382-85.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 21.14% | 36.93%-15.8pp | 36.82%-15.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $316 | $3,956-92.0% | $3,665-91.4% | $4,299-92.7% |
| Participant deferral / active EE | $5,315 | $8,297-35.9% | $7,994-33.5% | $6,507-18.3% |
| Admin fee / account holder | $3,558 | $11,446-68.9% | $11,185-68.2% | $12,624-71.8% |