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 3-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 | $26,790 | $133,922-80.0% | $116,228-77.0% | $142,382-81.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 18.57% | 147.76%-129.2pp | 90.06%-71.5pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,093 | $3,446-39.3% | $2,994-30.1% | $4,299-51.3% |
| Participant deferral / active EE | $6,221 | $5,672+9.7% | $4,953+25.6% | $6,507-4.4% |
| Admin fee / account holder | $3,139 | $14,945-79.0% | $11,989-73.8% | $12,624-75.1% |