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 | $22,710 | $103,376-78.0% | $87,100-73.9% | $152,861-85.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 18.56% | 28.10%-9.5pp | 28.19%-9.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,303 | $3,220-59.6% | $2,521-48.3% | $4,762-72.6% |
| Participant deferral / active EE | $1,582 | $4,778-66.9% | $4,049-60.9% | $5,850-73.0% |
| Admin fee / account holder | $3,019 | $12,205-75.3% | $7,497-59.7% | $11,596-74.0% |