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 | $25,689 | $210,648-87.8% | $177,989-85.6% | $145,922-82.4% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 8.87% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $941 | $4,565-79.4% | $3,949-76.2% | $4,660-79.8% |
| Participant deferral / active EE | $1,586 | $6,958-77.2% | $6,276-74.7% | $6,688-76.3% |
| Admin fee / account holder | $1,175 | $12,013-90.2% | $10,363-88.7% | $13,397-91.2% |