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 6-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 | $25,188 | $159,602-84.2% | $150,045-83.2% | $142,382-82.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 14.61% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $7,938 | $4,961+60.0% | $4,693+69.1% | $4,299+84.7% |
| Participant deferral / active EE | $10,366 | $8,310+24.7% | $7,997+29.6% | $6,507+59.3% |
| Admin fee / account holder | $7,438 | $14,846-49.9% | $13,435-44.6% | $12,624-41.1% |