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 | $24,617 | $74,888-67.1% | $71,209-65.4% | $142,382-82.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 19.24% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,867 | $2,854-34.6% | $2,721-31.4% | $4,299-56.6% |
| Participant deferral / active EE | $3,056 | $4,454-31.4% | $4,175-26.8% | $6,507-53.0% |
| Admin fee / account holder | $1,486 | $5,568-73.3% | $5,349-72.2% | $12,624-88.2% |