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 | $27,415 | $135,952-79.8% | $123,892-77.9% | $273,961-90.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.45% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,120 | $5,170-39.7% | $4,617-32.4% | $4,869-35.9% |
| Participant deferral / active EE | $4,882 | $6,343-23.0% | $5,984-18.4% | $5,287-7.7% |
| Admin fee / account holder | $12,055 | $9,817+22.8% | $8,357+44.2% | $10,132+19.0% |