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 | $26,102 | $183,519-85.8% | $155,509-83.2% | $145,922-82.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.20% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,221 | $5,313-58.2% | $4,672-52.5% | $4,660-52.3% |
| Participant deferral / active EE | $7,137 | $6,462+10.4% | $5,626+26.9% | $6,688+6.7% |
| Admin fee / account holder | $784 | $19,313-95.9% | $15,912-95.1% | $13,397-94.1% |