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 | $28,173 | $102,605-72.5% | $145,661-80.7% | $84,808-66.8% |
| Participation rate | 71.2% | 74.3%-3.0pp | 77.2%-6.0pp | 68.3%+2.9pp |
| Annual return | 14.75% | 26.50%-11.8pp | 101.46%-86.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,484 | $3,325-55.4% | $4,238-65.0% | $2,631-43.6% |
| Participant deferral / active EE | $3,092 | $5,750-46.2% | $7,198-57.0% | $4,212-26.6% |
| Admin fee / account holder | $6,027 | $8,758-31.2% | $12,466-51.7% | $7,344-17.9% |