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 | $23,385 | $148,534-84.3% | $135,903-82.8% | $139,434-83.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.45% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,219 | $5,243-76.7% | $4,856-74.9% | $4,751-74.3% |
| Participant deferral / active EE | $4,483 | $8,100-44.7% | $7,758-42.2% | $6,710-33.2% |
| Admin fee / account holder | $54,324 | $12,400+338.1% | $10,762+404.8% | $11,403+376.4% |