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 3-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 | $22,669 | $148,534-84.7% | $135,903-83.3% | $139,434-83.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.99% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,548 | $5,243-51.4% | $4,856-47.5% | $4,751-46.4% |
| Participant deferral / active EE | $6,592 | $8,100-18.6% | $7,758-15.0% | $6,710-1.8% |
| Admin fee / account holder | $410 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |