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 9-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 | $26,491 | $159,901-83.4% | $146,958-82.0% | $145,922-81.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.31% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,451 | $5,286-53.6% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $13,076 | $8,428+55.1% | $8,070+62.0% | $6,688+95.5% |
| Admin fee / account holder | $38,550 | $15,044+156.3% | $12,998+196.6% | $13,397+187.8% |