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 | $23,330 | $103,376-77.4% | $87,100-73.2% | $152,861-84.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 28.48% | 28.10%+0.4pp | 28.19%+0.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,503 | $3,220-53.3% | $2,521-40.4% | $4,762-68.5% |
| Participant deferral / active EE | $5,372 | $4,778+12.4% | $4,049+32.7% | $5,850-8.2% |
| Admin fee / account holder | $508 | $12,205-95.8% | $7,497-93.2% | $11,596-95.6% |