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 8-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 | $20,579 | $148,534-86.1% | $135,903-84.9% | $139,434-85.2% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 25.41% | 79.19%-53.8pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,307 | $5,243-56.0% | $4,856-52.5% | $4,751-51.4% |
| Participant deferral / active EE | $6,201 | $8,100-23.4% | $7,758-20.1% | $6,710-7.6% |
| Admin fee / account holder | $1,580 | $12,400-87.3% | $10,762-85.3% | $11,403-86.1% |