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 | $33,198 | $165,335-79.9% | $149,696-77.8% | $158,922-79.1% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 17.81% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,505 | $5,103-50.9% | $4,644-46.1% | $4,761-47.4% |
| Participant deferral / active EE | $4,177 | $7,181-41.8% | $6,842-38.9% | $5,982-30.2% |
| Admin fee / account holder | $456 | $10,807-95.8% | $9,309-95.1% | $11,246-95.9% |