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 | $28,499 | $177,572-84.0% | $154,803-81.6% | $142,382-80.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.36% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $6,683 | $4,810+38.9% | $4,305+55.2% | $4,299+55.5% |
| Participant deferral / active EE | $7,430 | $6,272+18.5% | $5,540+34.1% | $6,507+14.2% |
| Admin fee / account holder | $15,358 | $16,786-8.5% | $14,329+7.2% | $12,624+21.7% |