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 | $27,859 | $201,272-86.2% | $184,203-84.9% | $145,922-80.9% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 15.37% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,185 | $7,022-54.6% | $6,427-50.4% | $4,660-31.6% |
| Participant deferral / active EE | $3,410 | $9,806-65.2% | $9,131-62.7% | $6,688-49.0% |
| Admin fee / account holder | $3,555 | $16,364-78.3% | $13,901-74.4% | $13,397-73.5% |