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 | $25,725 | $107,334-76.0% | $92,893-72.3% | $152,861-83.2% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 20.02% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,533 | $4,221-40.0% | $3,653-30.7% | $4,762-46.8% |
| Participant deferral / active EE | $4,891 | $4,845+1.0% | $4,236+15.5% | $5,850-16.4% |
| Admin fee / account holder | $3,197 | $7,079-54.8% | $5,794-44.8% | $11,596-72.4% |