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 | $27,102 | $165,335-83.6% | $149,696-81.9% | $158,922-82.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 16.65% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,405 | $5,103-72.5% | $4,644-69.7% | $4,761-70.5% |
| Participant deferral / active EE | $4,313 | $7,181-39.9% | $6,842-37.0% | $5,982-27.9% |
| Admin fee / account holder | $348 | $10,807-96.8% | $9,309-96.3% | $11,246-96.9% |