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 | $27,566 | $127,065-78.3% | $113,168-75.6% | $142,382-80.6% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 19.24% | 24.03%-4.8pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,044 | $3,442-69.7% | $2,975-64.9% | $4,299-75.7% |
| Participant deferral / active EE | $2,315 | $5,716-59.5% | $5,107-54.7% | $6,507-64.4% |
| Admin fee / account holder | $1,456 | $15,736-90.7% | $12,068-87.9% | $12,624-88.5% |