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 | $24,592 | $165,335-85.1% | $149,696-83.6% | $158,922-84.5% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 20.87% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,693 | $5,103-47.2% | $4,644-42.0% | $4,761-43.4% |
| Participant deferral / active EE | $5,970 | $7,181-16.9% | $6,842-12.7% | $5,982-0.2% |
| Admin fee / account holder | $4,817 | $10,807-55.4% | $9,309-48.3% | $11,246-57.2% |