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 | $25,229 | $107,334-76.5% | $92,893-72.8% | $152,861-83.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 24.32% | 145.58%-121.3pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,466 | $4,221-41.6% | $3,653-32.5% | $4,762-48.2% |
| Participant deferral / active EE | $1,829 | $4,845-62.3% | $4,236-56.8% | $5,850-68.7% |
| Admin fee / account holder | $563 | $7,079-92.1% | $5,794-90.3% | $11,596-95.1% |