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 | $23,766 | $165,335-85.6% | $149,696-84.1% | $158,922-85.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 34.08% | 348.15%-314.1pp | 276.60%-242.5pp | 302.83%-268.7pp |
| Employer contribution / active EE | $1,966 | $5,103-61.5% | $4,644-57.7% | $4,761-58.7% |
| Participant deferral / active EE | $6,336 | $7,181-11.8% | $6,842-7.4% | $5,982+5.9% |
| Admin fee / account holder | $3,903 | $10,807-63.9% | $9,309-58.1% | $11,246-65.3% |