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 | $26,335 | $157,256-83.3% | $141,162-81.3% | $152,861-82.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 188.23% | 64.32%+123.9pp | 71.39%+116.8pp | 345.32%-157.1pp |
| Employer contribution / active EE | $2,499 | $5,261-52.5% | $4,735-47.2% | $4,762-47.5% |
| Participant deferral / active EE | $4,675 | $7,109-34.2% | $6,709-30.3% | $5,850-20.1% |
| Admin fee / account holder | $751 | $12,120-93.8% | $10,261-92.7% | $11,596-93.5% |