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 | $24,244 | $157,256-84.6% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.70% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,593 | $5,261-50.7% | $4,735-45.2% | $4,762-45.5% |
| Participant deferral / active EE | $4,906 | $7,109-31.0% | $6,709-26.9% | $5,850-16.1% |
| Admin fee / account holder | $9,362 | $12,120-22.8% | $10,261-8.8% | $11,596-19.3% |