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 10-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 | $22,359 | $107,934-79.3% | $91,989-75.7% | $152,861-85.4% |
| Participation rate | 77.8% | 81.2%-3.4pp | 78.6%-0.9pp | 82.4%-4.7pp |
| Annual return | 21.52% | 89.24%-67.7pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,535 | $4,210-39.8% | $3,452-26.6% | $4,762-46.8% |
| Participant deferral / active EE | $3,302 | $6,364-48.1% | $5,923-44.3% | $5,850-43.6% |
| Admin fee / account holder | $3,368 | $10,520-68.0% | $7,743-56.5% | $11,596-71.0% |