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 5-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 | $22,404 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 21.40% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,849 | $5,474-66.2% | $4,818-61.6% | $4,751-61.1% |
| Participant deferral / active EE | $6,698 | $6,519+2.8% | $5,680+17.9% | $6,710-0.2% |
| Admin fee / account holder | $353 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |