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 | $21,183 | $102,966-79.4% | $90,281-76.5% | $152,861-86.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 22.26% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,420 | $3,139-54.8% | $2,854-50.3% | $4,762-70.2% |
| Participant deferral / active EE | $3,426 | $4,281-20.0% | $3,885-11.8% | $5,850-41.4% |
| Admin fee / account holder | $2,590 | $6,171-58.0% | $5,351-51.6% | $11,596-77.7% |