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 | $17,438 | $107,334-83.8% | $92,893-81.2% | $152,861-88.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 23.55% | 145.58%-122.0pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,737 | $4,221-58.8% | $3,653-52.4% | $4,762-63.5% |
| Participant deferral / active EE | $4,655 | $4,845-3.9% | $4,236+9.9% | $5,850-20.4% |
| Admin fee / account holder | $811 | $7,079-88.5% | $5,794-86.0% | $11,596-93.0% |