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 | $26,717 | $177,572-85.0% | $154,803-82.7% | $142,382-81.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.22% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,459 | $4,810-69.7% | $4,305-66.1% | $4,299-66.1% |
| Participant deferral / active EE | $6,737 | $6,272+7.4% | $5,540+21.6% | $6,507+3.5% |
| Admin fee / account holder | $2,112 | $16,786-87.4% | $14,329-85.3% | $12,624-83.3% |