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 | $18,793 | $109,327-82.8% | $89,391-79.0% | $158,922-88.2% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 9.05% | 345.68%-336.6pp | 245.62%-236.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,421 | $3,170-23.6% | $2,586-6.4% | $4,761-49.2% |
| Participant deferral / active EE | $3,182 | $4,598-30.8% | $3,890-18.2% | $5,982-46.8% |
| Admin fee / account holder | $2,780 | $6,153-54.8% | $4,881-43.1% | $11,246-75.3% |