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 | $20,670 | $111,724-81.5% | $93,606-77.9% | $145,922-85.8% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 15.18% | 202.98%-187.8pp | 133.20%-118.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,427 | $3,090-53.8% | $2,420-41.0% | $4,660-69.4% |
| Participant deferral / active EE | $2,688 | $4,912-45.3% | $4,411-39.1% | $6,688-59.8% |
| Admin fee / account holder | $467 | $10,250-95.4% | $8,285-94.4% | $13,397-96.5% |