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 5-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 | $25,495 | $74,888-66.0% | $71,209-64.2% | $142,382-82.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.98% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,668 | $2,854-6.5% | $2,721-1.9% | $4,299-37.9% |
| Participant deferral / active EE | $7,129 | $4,454+60.0% | $4,175+70.7% | $6,507+9.6% |
| Admin fee / account holder | $310 | $5,568-94.4% | $5,349-94.2% | $12,624-97.5% |