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 6-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 | $22,354 | $165,335-86.5% | $149,696-85.1% | $158,922-85.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.08% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,881 | $5,103-63.1% | $4,644-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $3,510 | $7,181-51.1% | $6,842-48.7% | $5,982-41.3% |
| Admin fee / account holder | $715 | $10,807-93.4% | $9,309-92.3% | $11,246-93.6% |