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 4-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 | $21,592 | $148,534-85.5% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.83% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,742 | $5,243-66.8% | $4,856-64.1% | $4,751-63.3% |
| Participant deferral / active EE | $9,500 | $8,100+17.3% | $7,758+22.5% | $6,710+41.6% |
| Admin fee / account holder | $530 | $12,400-95.7% | $10,762-95.1% | $11,403-95.4% |