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 | $28,624 | $124,281-77.0% | $109,143-73.8% | $167,490-82.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 15.49% | 26.04%-10.5pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,041 | $4,207-75.3% | $3,722-72.0% | $4,837-78.5% |
| Participant deferral / active EE | $4,805 | $5,255-8.6% | $4,653+3.3% | $6,341-24.2% |
| Admin fee / account holder | $6,196 | $7,970-22.3% | $6,752-8.2% | $12,309-49.7% |