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 | $26,556 | $124,281-78.6% | $109,143-75.7% | $167,490-84.1% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 12.99% | 26.04%-13.0pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,582 | $4,207-62.4% | $3,722-57.5% | $4,837-67.3% |
| Participant deferral / active EE | $2,419 | $5,255-54.0% | $4,653-48.0% | $6,341-61.8% |
| Admin fee / account holder | $3,070 | $7,970-61.5% | $6,752-54.5% | $12,309-75.1% |