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 | $24,791 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 12.44% | 348.15%-335.7pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,124 | $5,103-78.0% | $4,644-75.8% | $4,761-76.4% |
| Participant deferral / active EE | $3,006 | $7,181-58.1% | $6,842-56.1% | $5,982-49.8% |
| Admin fee / account holder | $561 | $10,807-94.8% | $9,309-94.0% | $11,246-95.0% |