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 | $25,352 | $148,534-82.9% | $135,903-81.3% | $139,434-81.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 17.65% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,127 | $5,243-78.5% | $4,856-76.8% | $4,751-76.3% |
| Participant deferral / active EE | $3,303 | $8,100-59.2% | $7,758-57.4% | $6,710-50.8% |
| Admin fee / account holder | $896 | $12,400-92.8% | $10,762-91.7% | $11,403-92.1% |