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 7-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 | $22,895 | $165,335-86.2% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 21.78% | 348.15%-326.4pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,677 | $5,103-67.1% | $4,644-63.9% | $4,761-64.8% |
| Participant deferral / active EE | $4,803 | $7,181-33.1% | $6,842-29.8% | $5,982-19.7% |
| Admin fee / account holder | $1,098 | $10,807-89.8% | $9,309-88.2% | $11,246-90.2% |