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 | $21,949 | $121,625-82.0% | $104,607-79.0% | $158,922-86.2% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 30.55% | 465.26%-434.7pp | 340.46%-309.9pp | 302.83%-272.3pp |
| Employer contribution / active EE | $2,609 | $3,163-17.5% | $2,681-2.7% | $4,761-45.2% |
| Participant deferral / active EE | $6,461 | $4,177+54.7% | $3,740+72.8% | $5,982+8.0% |
| Admin fee / account holder | $749 | $7,787-90.4% | $6,473-88.4% | $11,246-93.3% |