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 4-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 | $24,183 | $148,534-83.7% | $135,903-82.2% | $139,434-82.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.36% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,835 | $5,243-7.8% | $4,856-0.4% | $4,751+1.8% |
| Participant deferral / active EE | $10,698 | $8,100+32.1% | $7,758+37.9% | $6,710+59.4% |
| Admin fee / account holder | $6,364 | $12,400-48.7% | $10,762-40.9% | $11,403-44.2% |