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 | $24,179 | $148,534-83.7% | $135,903-82.2% | $139,434-82.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.20% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,188 | $5,243-77.3% | $4,856-75.5% | $4,751-75.0% |
| Participant deferral / active EE | $4,781 | $8,100-41.0% | $7,758-38.4% | $6,710-28.8% |
| Admin fee / account holder | $515 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |