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 | $25,389 | $148,534-82.9% | $135,903-81.3% | $139,434-81.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.51% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,994 | $5,243-62.0% | $4,856-58.9% | $4,751-58.0% |
| Participant deferral / active EE | $4,610 | $8,100-43.1% | $7,758-40.6% | $6,710-31.3% |
| Admin fee / account holder | $294,235 | $12,400+2272.9% | $10,762+2634.0% | $11,403+2480.4% |