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 | $22,775 | $157,256-85.5% | $141,162-83.9% | $152,861-85.1% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 23.26% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,522 | $5,261-71.1% | $4,735-67.9% | $4,762-68.0% |
| Participant deferral / active EE | $3,292 | $7,109-53.7% | $6,709-50.9% | $5,850-43.7% |
| Admin fee / account holder | $1,856 | $12,120-84.7% | $10,261-81.9% | $11,596-84.0% |