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 | $25,831 | $148,534-82.6% | $135,903-81.0% | $139,434-81.5% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 14.03% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,400 | $5,243-54.2% | $4,856-50.6% | $4,751-49.5% |
| Participant deferral / active EE | $3,465 | $8,100-57.2% | $7,758-55.3% | $6,710-48.4% |
| Admin fee / account holder | $16,125 | $12,400+30.0% | $10,762+49.8% | $11,403+41.4% |