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 | $19,624 | $106,515-81.6% | $96,683-79.7% | $139,434-85.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 12.50% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,407 | $5,454-74.2% | $4,878-71.2% | $6,710-79.0% |
| Admin fee / account holder | $692 | $7,877-91.2% | $6,730-89.7% | $11,403-93.9% |