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 | $27,143 | $165,335-83.6% | $149,696-81.9% | $158,922-82.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 9.00% | 348.15%-339.1pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,888 | $5,103-63.0% | $4,644-59.3% | $4,761-60.3% |
| Participant deferral / active EE | $4,776 | $7,181-33.5% | $6,842-30.2% | $5,982-20.2% |
| Admin fee / account holder | $3,120 | $10,807-71.1% | $9,309-66.5% | $11,246-72.3% |