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 | $29,169 | $228,332-87.2% | $185,823-84.3% | $158,922-81.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 21.16% | 40.80%-19.6pp | 35.95%-14.8pp | 302.83%-281.7pp |
| Employer contribution / active EE | $4,221 | $4,967-15.0% | $4,087+3.3% | $4,761-11.4% |
| Participant deferral / active EE | $7,790 | $6,415+21.4% | $5,632+38.3% | $5,982+30.2% |
| Admin fee / account holder | $873 | $11,864-92.6% | $9,500-90.8% | $11,246-92.2% |