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 7-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 | $28,575 | $201,272-85.8% | $184,203-84.5% | $145,922-80.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.87% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,415 | $7,022-65.6% | $6,427-62.4% | $4,660-48.2% |
| Participant deferral / active EE | $7,532 | $9,806-23.2% | $9,131-17.5% | $6,688+12.6% |
| Admin fee / account holder | $17,686 | $16,364+8.1% | $13,901+27.2% | $13,397+32.0% |