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 | $24,552 | $58,512-58.0% | $84,015-70.8% | $72,985-66.4% |
| Participation rate | 77.8% | 61.2%+16.6pp | 69.0%+8.8pp | 69.5%+8.3pp |
| Annual return | 26.82% | 28.93%-2.1pp | 71.31%-44.5pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,560 | $1,163+34.2% | $1,983-21.3% | $2,440-36.0% |
| Participant deferral / active EE | $3,264 | $2,394+36.3% | $3,239+0.8% | $3,607-9.5% |
| Admin fee / account holder | $381 | $4,569-91.7% | $6,101-93.8% | $5,124-92.6% |