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 9-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 | $27,979 | $51,175-45.3% | $70,515-60.3% | $75,163-62.8% |
| Participation rate | 71.4% | 60.9%+10.5pp | 68.3%+3.1pp | 67.2%+4.2pp |
| Annual return | 15.43% | 30.02%-14.6pp | 32.77%-17.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,805 | $1,826-1.2% | $2,973-39.3% | $2,670-32.4% |
| Participant deferral / active EE | $2,618 | $2,849-8.1% | $4,567-42.7% | $4,125-36.5% |
| Admin fee / account holder | $4,395 | $4,091+7.4% | $6,412-31.5% | $5,651-22.2% |