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 | $22,905 | $99,652-77.0% | $78,778-70.9% | $147,584-84.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 20.51% | 47.28%-26.8pp | 35.62%-15.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,610 | $2,796-6.7% | $1,986+31.4% | $4,876-46.5% |
| Participant deferral / active EE | $7,736 | $3,664+111.1% | $2,958+161.5% | $5,439+42.2% |
| Admin fee / account holder | $5,455 | $7,155-23.8% | $5,134+6.3% | $10,885-49.9% |