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 4-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 | $24,777 | $159,602-84.5% | $150,045-83.5% | $142,382-82.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.01% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,166 | $4,961-56.3% | $4,693-53.8% | $4,299-49.6% |
| Participant deferral / active EE | $6,152 | $8,310-26.0% | $7,997-23.1% | $6,507-5.5% |
| Admin fee / account holder | $3,618 | $14,846-75.6% | $13,435-73.1% | $12,624-71.3% |