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 | $26,106 | $202,432-87.1% | $169,368-84.6% | $139,434-81.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 21.32% | 531.74%-510.4pp | 405.60%-384.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,294 | $4,692-72.4% | $4,013-67.8% | $4,751-72.8% |
| Participant deferral / active EE | $3,077 | $6,938-55.6% | $6,221-50.5% | $6,710-54.1% |
| Admin fee / account holder | $555 | $10,708-94.8% | $9,003-93.8% | $11,403-95.1% |