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 | $29,634 | $81,632-63.7% | $70,449-57.9% | $158,922-81.4% |
| Participation rate | 73.3% | 77.7%-4.4pp | 75.1%-1.7pp | 82.0%-8.6pp |
| Annual return | 16.29% | 208.40%-192.1pp | 109.03%-92.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,688 | $3,217-47.5% | $2,737-38.3% | $4,761-64.5% |
| Participant deferral / active EE | $2,047 | $4,554-55.1% | $3,709-44.8% | $5,982-65.8% |
| Admin fee / account holder | $3,128 | $6,193-49.5% | $3,845-18.6% | $11,246-72.2% |