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 7-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 | $26,104 | $148,534-82.4% | $135,903-80.8% | $139,434-81.3% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 20.97% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,822 | $5,243-65.2% | $4,856-62.5% | $4,751-61.6% |
| Participant deferral / active EE | $4,374 | $8,100-46.0% | $7,758-43.6% | $6,710-34.8% |
| Admin fee / account holder | $567 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |