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 5-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 | $24,425 | $111,724-78.1% | $93,606-73.9% | $145,922-83.3% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 13.37% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,999 | $3,090-35.3% | $2,420-17.4% | $4,660-57.1% |
| Participant deferral / active EE | $2,591 | $4,912-47.2% | $4,411-41.3% | $6,688-61.3% |
| Admin fee / account holder | $8,293 | $10,250-19.1% | $8,285+0.1% | $13,397-38.1% |