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 | $33,017 | $93,571-64.7% | $135,903-75.7% | $75,163-56.1% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 15.61% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,747 | $3,537-22.3% | $4,856-43.4% | $2,670+2.9% |
| Participant deferral / active EE | $8,674 | $6,404+35.4% | $7,758+11.8% | $4,125+110.3% |
| Admin fee / account holder | $8,569 | $6,975+22.8% | $10,762-20.4% | $5,651+51.6% |