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 | $24,730 | $84,149-70.6% | $76,080-67.5% | $167,490-85.2% |
| Participation rate | 72.7% | 84.9%-12.1pp | 79.4%-6.7pp | 82.1%-9.4pp |
| Annual return | 11.09% | 54.99%-43.9pp | 42.50%-31.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,661 | $4,618-64.0% | $3,962-58.1% | $4,837-65.7% |
| Participant deferral / active EE | $1,982 | $5,796-65.8% | $4,905-59.6% | $6,341-68.8% |
| Admin fee / account holder | $2,022 | $6,410-68.5% | $4,883-58.6% | $12,309-83.6% |