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 | $17,821 | $117,381-84.8% | $99,443-82.1% | $152,861-88.3% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.4%-11.0pp |
| Annual return | 29.82% | 31.87%-2.0pp | 30.72%-0.9pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,367 | $3,013-54.6% | $2,540-46.2% | $4,762-71.3% |
| Participant deferral / active EE | $2,083 | $4,086-49.0% | $3,619-42.4% | $5,850-64.4% |
| Admin fee / account holder | $8,069 | $7,631+5.7% | $6,250+29.1% | $11,596-30.4% |