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 | $26,739 | $177,572-84.9% | $154,803-82.7% | $142,382-81.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,708 | $4,810-64.5% | $4,305-60.3% | $4,299-60.3% |
| Participant deferral / active EE | $2,142 | $6,272-65.9% | $5,540-61.3% | $6,507-67.1% |
| Admin fee / account holder | $19,602 | $16,786+16.8% | $14,329+36.8% | $12,624+55.3% |