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 5-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 | $24,509 | $111,754-78.1% | $103,333-76.3% | $145,922-83.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.98% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,745 | $4,212-58.6% | $3,868-54.9% | $4,660-62.6% |
| Participant deferral / active EE | $5,125 | $5,619-8.8% | $5,057+1.3% | $6,688-23.4% |
| Admin fee / account holder | $7,958 | $9,750-18.4% | $8,355-4.8% | $13,397-40.6% |