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 | $24,677 | $115,770-78.7% | $101,248-75.6% | $158,922-84.5% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 34.38% | 56.14%-21.8pp | 46.47%-12.1pp | 302.83%-268.4pp |
| Employer contribution / active EE | $955 | $4,175-77.1% | $3,660-73.9% | $4,761-79.9% |
| Participant deferral / active EE | $2,666 | $4,957-46.2% | $4,370-39.0% | $5,982-55.4% |
| Admin fee / account holder | $527 | $7,245-92.7% | $5,945-91.1% | $11,246-95.3% |