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 10-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 | $27,198 | $157,256-82.7% | $141,162-80.7% | $152,861-82.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 36.46% | 64.32%-27.9pp | 71.39%-34.9pp | 345.32%-308.9pp |
| Employer contribution / active EE | $1,794 | $5,261-65.9% | $4,735-62.1% | $4,762-62.3% |
| Participant deferral / active EE | $5,149 | $7,109-27.6% | $6,709-23.3% | $5,850-12.0% |
| Admin fee / account holder | $1,400 | $12,120-88.5% | $10,261-86.4% | $11,596-87.9% |