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 9-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 | $27,012 | $165,335-83.7% | $149,696-82.0% | $158,922-83.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 26.04% | 348.15%-322.1pp | 276.60%-250.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,703 | $5,103-66.6% | $4,644-63.3% | $4,761-64.2% |
| Participant deferral / active EE | $6,926 | $7,181-3.6% | $6,842+1.2% | $5,982+15.8% |
| Admin fee / account holder | $2,015 | $10,807-81.4% | $9,309-78.4% | $11,246-82.1% |