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 | $25,325 | $106,890-76.3% | $84,015-69.9% | $152,861-83.4% |
| Participation rate | 70.8% | 75.2%-4.4pp | 69.0%+1.8pp | 82.4%-11.6pp |
| Annual return | 14.18% | 104.99%-90.8pp | 71.31%-57.1pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,170 | $2,734-57.2% | $1,983-41.0% | $4,762-75.4% |
| Participant deferral / active EE | $1,176 | $4,011-70.7% | $3,239-63.7% | $5,850-79.9% |
| Admin fee / account holder | $971 | $8,285-88.3% | $6,101-84.1% | $11,596-91.6% |