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 | $26,571 | $157,256-83.1% | $141,162-81.2% | $152,861-82.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 23.12% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,320 | $5,261-36.9% | $4,735-29.9% | $4,762-30.3% |
| Participant deferral / active EE | $4,962 | $7,109-30.2% | $6,709-26.0% | $5,850-15.2% |
| Admin fee / account holder | $3,533 | $12,120-70.9% | $10,261-65.6% | $11,596-69.5% |