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 5-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 | $26,534 | $111,724-76.3% | $93,606-71.7% | $145,922-81.8% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 15.53% | 202.98%-187.4pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,244 | $3,090-27.4% | $2,420-7.2% | $4,660-51.8% |
| Participant deferral / active EE | $6,641 | $4,912+35.2% | $4,411+50.5% | $6,688-0.7% |
| Admin fee / account holder | $375 | $10,250-96.3% | $8,285-95.5% | $13,397-97.2% |