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 5-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 | $22,172 | $176,377-87.4% | $134,143-83.5% | $158,922-86.0% |
| Participation rate | 72.7% | 78.7%-6.0pp | 72.2%+0.6pp | 82.0%-9.2pp |
| Annual return | 13.89% | 63.63%-49.7pp | 36.33%-22.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,341 | $5,040-33.7% | $3,704-9.8% | $4,761-29.8% |
| Participant deferral / active EE | $19,012 | $4,091+364.7% | $3,499+443.4% | $5,982+217.8% |
| Admin fee / account holder | $25,400 | $8,718+191.4% | $6,684+280.0% | $11,246+125.9% |