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 8-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 | $22,686 | $117,841-80.7% | $102,423-77.9% | $145,922-84.5% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 14.56% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,504 | $3,615-58.4% | $3,023-50.3% | $4,660-67.7% |
| Participant deferral / active EE | $2,552 | $5,731-55.5% | $5,053-49.5% | $6,688-61.8% |
| Admin fee / account holder | $368 | $13,326-97.2% | $9,451-96.1% | $13,397-97.2% |