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 | $22,746 | $105,931-78.5% | $81,930-72.2% | $158,922-85.7% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 9.15% | 38.17%-29.0pp | 29.49%-20.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $904 | $7,800-88.4% | $4,310-79.0% | $4,761-81.0% |
| Participant deferral / active EE | $1,242 | $13,003-90.4% | $7,107-82.5% | $5,982-79.2% |
| Admin fee / account holder | $4,830 | $8,489-43.1% | $5,158-6.4% | $11,246-57.0% |