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 | $27,044 | $69,207-60.9% | $64,056-57.8% | $139,434-80.6% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 19.40% | 45.88%-26.5pp | 33.69%-14.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,254 | $3,182-60.6% | $2,747-54.3% | $4,751-73.6% |
| Participant deferral / active EE | $3,319 | $4,682-29.1% | $3,880-14.5% | $6,710-50.5% |
| Admin fee / account holder | $2,136 | $4,244-49.7% | $3,068-30.4% | $11,403-81.3% |