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 | $28,129 | $165,912-83.0% | $122,332-77.0% | $147,584-80.9% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 21.75% | 34.55%-12.8pp | 30.27%-8.5pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,997 | $5,754-65.3% | $4,050-50.7% | $4,876-59.0% |
| Participant deferral / active EE | $2,475 | $4,005-38.2% | $3,287-24.7% | $5,439-54.5% |
| Admin fee / account holder | $2,012 | $7,424-72.9% | $5,478-63.3% | $10,885-81.5% |