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 7-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 | $24,597 | $109,982-77.6% | $97,226-74.7% | $145,922-83.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 14.06% | 242.90%-228.8pp | 75.13%-61.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,861 | $3,084-39.6% | $2,729-31.8% | $4,660-60.1% |
| Participant deferral / active EE | $2,165 | $4,676-53.7% | $4,264-49.2% | $6,688-67.6% |
| Admin fee / account holder | $8,942 | $6,221+43.7% | $5,654+58.2% | $13,397-33.3% |