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 | $21,965 | $148,534-85.2% | $135,903-83.8% | $139,434-84.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 19.27% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,610 | $5,243-69.3% | $4,856-66.9% | $4,751-66.1% |
| Participant deferral / active EE | $6,574 | $8,100-18.8% | $7,758-15.3% | $6,710-2.0% |
| Admin fee / account holder | $994 | $12,400-92.0% | $10,762-90.8% | $11,403-91.3% |