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 | $34,191 | $165,335-79.3% | $149,696-77.2% | $158,922-78.5% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 21.19% | 348.15%-327.0pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,695 | $5,103-47.2% | $4,644-42.0% | $4,761-43.4% |
| Participant deferral / active EE | $5,169 | $7,181-28.0% | $6,842-24.4% | $5,982-13.6% |
| Admin fee / account holder | $1,000 | $10,807-90.7% | $9,309-89.3% | $11,246-91.1% |