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 | $24,120 | $112,881-78.6% | $90,951-73.5% | $158,922-84.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 25.63% | 215.79%-190.2pp | 134.60%-109.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $4,318 | $2,893+49.3% | $2,122+103.5% | $4,761-9.3% |
| Participant deferral / active EE | $3,809 | $4,128-7.7% | $3,373+12.9% | $5,982-36.3% |
| Admin fee / account holder | $1,040 | $8,041-87.1% | $5,959-82.5% | $11,246-90.8% |