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 | $26,190 | $226,064-88.4% | $182,532-85.7% | $152,861-82.9% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 25.95% | 192.51%-166.6pp | 148.54%-122.6pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,944 | $4,978-60.9% | $4,076-52.3% | $4,762-59.2% |
| Participant deferral / active EE | $5,347 | $6,368-16.0% | $5,524-3.2% | $5,850-8.6% |
| Admin fee / account holder | $1,128 | $10,703-89.5% | $8,592-86.9% | $11,596-90.3% |