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 | $24,849 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 25.22% | 70.24%-45.0pp | 62.55%-37.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $10,837 | $4,961+118.5% | $4,693+130.9% | $4,299+152.1% |
| Participant deferral / active EE | $20,622 | $8,310+148.1% | $7,997+157.9% | $6,507+216.9% |
| Admin fee / account holder | $17,502 | $14,846+17.9% | $13,435+30.3% | $12,624+38.6% |