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 6-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 | $22,854 | $148,534-84.6% | $135,903-83.2% | $139,434-83.6% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 14.60% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,273 | $5,243-75.7% | $4,856-73.8% | $4,751-73.2% |
| Participant deferral / active EE | $5,287 | $8,100-34.7% | $7,758-31.9% | $6,710-21.2% |
| Admin fee / account holder | $13,145 | $12,400+6.0% | $10,762+22.1% | $11,403+15.3% |