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 | $26,933 | $157,256-82.9% | $141,162-80.9% | $152,861-82.4% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 24.09% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,337 | $5,261-36.6% | $4,735-29.5% | $4,762-29.9% |
| Participant deferral / active EE | $7,733 | $7,109+8.8% | $6,709+15.3% | $5,850+32.2% |
| Admin fee / account holder | $1,011 | $12,120-91.7% | $10,261-90.1% | $11,596-91.3% |