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 | $24,652 | $115,770-78.7% | $101,248-75.7% | $158,922-84.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 27.76% | 56.14%-28.4pp | 46.47%-18.7pp | 302.83%-275.1pp |
| Employer contribution / active EE | $1,519 | $4,175-63.6% | $3,660-58.5% | $4,761-68.1% |
| Participant deferral / active EE | $4,520 | $4,957-8.8% | $4,370+3.4% | $5,982-24.4% |
| Admin fee / account holder | $741 | $7,245-89.8% | $5,945-87.5% | $11,246-93.4% |