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 | $20,092 | $127,065-84.2% | $113,168-82.2% | $142,382-85.9% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 17.03% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,937 | $3,442-43.7% | $2,975-34.9% | $4,299-54.9% |
| Participant deferral / active EE | $5,102 | $5,716-10.7% | $5,107-0.1% | $6,507-21.6% |
| Admin fee / account holder | $843 | $15,736-94.6% | $12,068-93.0% | $12,624-93.3% |