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 | $22,613 | $103,376-78.1% | $87,100-74.0% | $152,861-85.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 19.68% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,046 | $3,220-67.5% | $2,521-58.5% | $4,762-78.0% |
| Participant deferral / active EE | $5,161 | $4,778+8.0% | $4,049+27.5% | $5,850-11.8% |
| Admin fee / account holder | $4,652 | $12,205-61.9% | $7,497-37.9% | $11,596-59.9% |