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 | $22,786 | $74,888-69.6% | $71,209-68.0% | $142,382-84.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.23% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,374 | $2,854-51.9% | $2,721-49.5% | $4,299-68.0% |
| Participant deferral / active EE | $5,552 | $4,454+24.6% | $4,175+33.0% | $6,507-14.7% |
| Admin fee / account holder | $494 | $5,568-91.1% | $5,349-90.8% | $12,624-96.1% |