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 | $21,294 | $109,982-80.6% | $97,226-78.1% | $145,922-85.4% |
| Participation rate | 73.3% | 75.9%-2.6pp | 72.7%+0.6pp | 80.3%-6.9pp |
| Annual return | 9.98% | 242.90%-232.9pp | 75.13%-65.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,247 | $3,084-59.6% | $2,729-54.3% | $4,660-73.2% |
| Participant deferral / active EE | $2,342 | $4,676-49.9% | $4,264-45.1% | $6,688-65.0% |
| Admin fee / account holder | $8,165 | $6,221+31.3% | $5,654+44.4% | $13,397-39.1% |