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 | $37,874 | $102,605-63.1% | $145,661-74.0% | $84,808-55.3% |
| Participation rate | 75.3% | 74.3%+1.0pp | 77.2%-1.9pp | 68.3%+7.0pp |
| Annual return | 15.48% | 26.50%-11.0pp | 101.46%-86.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,724 | $3,325-48.1% | $4,238-59.3% | $2,631-34.5% |
| Participant deferral / active EE | $2,537 | $5,750-55.9% | $7,198-64.8% | $4,212-39.8% |
| Admin fee / account holder | $3,367 | $8,758-61.6% | $12,466-73.0% | $7,344-54.2% |