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 | $26,808 | $165,335-83.8% | $149,696-82.1% | $158,922-83.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 10.67% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,299 | $5,103-74.5% | $4,644-72.0% | $4,761-72.7% |
| Participant deferral / active EE | $4,482 | $7,181-37.6% | $6,842-34.5% | $5,982-25.1% |
| Admin fee / account holder | $3,904 | $10,807-63.9% | $9,309-58.1% | $11,246-65.3% |