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 8-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 | $23,004 | $104,907-78.1% | $84,611-72.8% | $152,861-85.0% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 33.18% | 373.79%-340.6pp | 258.74%-225.6pp | 345.32%-312.1pp |
| Employer contribution / active EE | $649 | $3,302-80.4% | $2,652-75.5% | $4,762-86.4% |
| Participant deferral / active EE | $8,028 | $4,688+71.3% | $3,899+105.9% | $5,850+37.2% |
| Admin fee / account holder | $451 | $6,241-92.8% | $4,912-90.8% | $11,596-96.1% |