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 | $28,500 | $175,202-83.7% | $149,673-81.0% | $139,434-79.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 15.94% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,855 | $5,474-66.1% | $4,818-61.5% | $4,751-61.0% |
| Participant deferral / active EE | $5,209 | $6,519-20.1% | $5,680-8.3% | $6,710-22.4% |
| Admin fee / account holder | $5,687 | $16,150-64.8% | $13,210-56.9% | $11,403-50.1% |