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 | $26,241 | $148,534-82.3% | $135,903-80.7% | $139,434-81.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.18% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,819 | $5,243-46.2% | $4,856-42.0% | $4,751-40.7% |
| Participant deferral / active EE | $6,599 | $8,100-18.5% | $7,758-14.9% | $6,710-1.7% |
| Admin fee / account holder | $1,058 | $12,400-91.5% | $10,762-90.2% | $11,403-90.7% |