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 | $25,630 | $177,572-85.6% | $154,803-83.4% | $142,382-82.0% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 12.98% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,133 | $4,810-55.7% | $4,305-50.4% | $4,299-50.4% |
| Participant deferral / active EE | $2,826 | $6,272-54.9% | $5,540-49.0% | $6,507-56.6% |
| Admin fee / account holder | $3,147 | $16,786-81.3% | $14,329-78.0% | $12,624-75.1% |