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 9-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 | $23,857 | $175,202-86.4% | $149,673-84.1% | $139,434-82.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.41% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,747 | $5,474-31.6% | $4,818-22.2% | $4,751-21.1% |
| Participant deferral / active EE | $3,566 | $6,519-45.3% | $5,680-37.2% | $6,710-46.9% |
| Admin fee / account holder | $764 | $16,150-95.3% | $13,210-94.2% | $11,403-93.3% |