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 4-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 | $26,867 | $127,065-78.9% | $113,168-76.3% | $142,382-81.1% |
| Participation rate | 77.3% | 79.2%-1.9pp | 76.6%+0.7pp | 80.1%-2.8pp |
| Annual return | 11.98% | 24.03%-12.1pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,101 | $3,442-68.0% | $2,975-63.0% | $4,299-74.4% |
| Participant deferral / active EE | $5,825 | $5,716+1.9% | $5,107+14.1% | $6,507-10.5% |
| Admin fee / account holder | $3,093 | $15,736-80.3% | $12,068-74.4% | $12,624-75.5% |