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 | $25,242 | $77,419-67.4% | $69,455-63.7% | $152,861-83.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 17.88% | 39.06%-21.2pp | 28.97%-11.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,285 | $3,315-61.2% | $2,779-53.8% | $4,762-73.0% |
| Participant deferral / active EE | $2,129 | $4,414-51.8% | $3,535-39.8% | $5,850-63.6% |
| Admin fee / account holder | $3,523 | $6,207-43.2% | $3,839-8.2% | $11,596-69.6% |