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 | $25,520 | $117,983-78.4% | $101,794-74.9% | $142,382-82.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.63% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,107 | $2,773+120.2% | $2,289+166.8% | $4,299+42.0% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5,255 | $10,433-49.6% | $8,777-40.1% | $12,624-58.4% |