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 | $24,866 | $183,519-86.5% | $155,509-84.0% | $145,922-83.0% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 11.30% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,159 | $5,313-59.4% | $4,672-53.8% | $4,660-53.7% |
| Participant deferral / active EE | $5,160 | $6,462-20.1% | $5,626-8.3% | $6,688-22.8% |
| Admin fee / account holder | $1,207 | $19,313-93.7% | $15,912-92.4% | $13,397-91.0% |