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 7-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 | $26,872 | $165,335-83.7% | $149,696-82.0% | $158,922-83.1% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 41.05% | 348.15%-307.1pp | 276.60%-235.6pp | 302.83%-261.8pp |
| Employer contribution / active EE | $3,823 | $5,103-25.1% | $4,644-17.7% | $4,761-19.7% |
| Participant deferral / active EE | $7,565 | $7,181+5.3% | $6,842+10.6% | $5,982+26.5% |
| Admin fee / account holder | $5,221 | $10,807-51.7% | $9,309-43.9% | $11,246-53.6% |