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 8-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 | $23,569 | $142,405-83.4% | $115,157-79.5% | $152,861-84.6% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 27.50% | 41.48%-14.0pp | 35.60%-8.1pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,045 | $4,010-49.0% | $3,179-35.7% | $4,762-57.0% |
| Participant deferral / active EE | $4,899 | $5,164-5.1% | $4,168+17.5% | $5,850-16.3% |
| Admin fee / account holder | $1,389 | $8,462-83.6% | $7,088-80.4% | $11,596-88.0% |