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 | $27,024 | $157,256-82.8% | $141,162-80.9% | $152,861-82.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 23.28% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,906 | $5,261-44.8% | $4,735-38.6% | $4,762-39.0% |
| Participant deferral / active EE | $4,144 | $7,109-41.7% | $6,709-38.2% | $5,850-29.2% |
| Admin fee / account holder | $1,337 | $12,120-89.0% | $10,261-87.0% | $11,596-88.5% |