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 5-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 | $22,763 | $148,534-84.7% | $135,903-83.3% | $139,434-83.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.27% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,992 | $5,243-62.0% | $4,856-59.0% | $4,751-58.1% |
| Participant deferral / active EE | $9,953 | $8,100+22.9% | $7,758+28.3% | $6,710+48.3% |
| Admin fee / account holder | $2,530 | $12,400-79.6% | $10,762-76.5% | $11,403-77.8% |