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 | $24,694 | $165,335-85.1% | $149,696-83.5% | $158,922-84.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.22% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,681 | $5,103-67.1% | $4,644-63.8% | $4,761-64.7% |
| Participant deferral / active EE | $8,754 | $7,181+21.9% | $6,842+28.0% | $5,982+46.3% |
| Admin fee / account holder | $9,980 | $10,807-7.6% | $9,309+7.2% | $11,246-11.3% |