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 9-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 | $24,903 | $112,881-77.9% | $90,951-72.6% | $158,922-84.3% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 19.04% | 215.79%-196.8pp | 134.60%-115.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,298 | $2,893-55.1% | $2,122-38.8% | $4,761-72.7% |
| Participant deferral / active EE | $2,339 | $4,128-43.3% | $3,373-30.7% | $5,982-60.9% |
| Admin fee / account holder | $502 | $8,041-93.8% | $5,959-91.6% | $11,246-95.5% |