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 | $26,815 | $100,852-73.4% | $90,404-70.3% | $158,922-83.1% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 8.10% | 1724.20%-1716.1pp | 1293.02%-1284.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,439 | $3,689-61.0% | $3,262-55.9% | $4,761-69.8% |
| Participant deferral / active EE | $2,047 | $4,348-52.9% | $3,963-48.4% | $5,982-65.8% |
| Admin fee / account holder | $3,817 | $6,501-41.3% | $5,611-32.0% | $11,246-66.1% |