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 | $25,834 | $165,984-84.4% | $164,813-84.3% | $145,922-82.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 10.41% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,291 | $5,273-75.5% | $4,341-70.3% | $4,660-72.3% |
| Participant deferral / active EE | $2,138 | $6,959-69.3% | $6,031-64.6% | $6,688-68.0% |
| Admin fee / account holder | $4,423 | $16,648-73.4% | $12,690-65.1% | $13,397-67.0% |