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 | $22,716 | $135,952-83.3% | $123,892-81.7% | $273,961-91.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.07% | 56.63%-50.6pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,648 | $5,170-68.1% | $4,617-64.3% | $4,869-66.2% |
| Participant deferral / active EE | $3,295 | $6,343-48.1% | $5,984-44.9% | $5,287-37.7% |
| Admin fee / account holder | $20,766 | $9,817+111.5% | $8,357+148.5% | $10,132+105.0% |