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 8-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 | $23,934 | $112,096-78.6% | $95,952-75.1% | $158,922-84.9% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 20.56% | 171.09%-150.5pp | 91.61%-71.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,575 | $3,198-19.5% | $2,541+1.3% | $4,761-45.9% |
| Participant deferral / active EE | $2,987 | $4,784-37.6% | $4,167-28.3% | $5,982-50.1% |
| Admin fee / account holder | $2,148 | $10,130-78.8% | $6,795-68.4% | $11,246-80.9% |