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 7-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 | $26,308 | $183,519-85.7% | $155,509-83.1% | $145,922-82.0% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 16.54% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,325 | $5,313-75.1% | $4,672-71.6% | $4,660-71.6% |
| Participant deferral / active EE | $6,066 | $6,462-6.1% | $5,626+7.8% | $6,688-9.3% |
| Admin fee / account holder | $8,701 | $19,313-54.9% | $15,912-45.3% | $13,397-35.1% |