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 | $20,843 | $90,503-77.0% | $78,689-73.5% | $273,961-92.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.18% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,695 | $3,176-46.6% | $2,851-40.6% | $4,869-65.2% |
| Participant deferral / active EE | $4,745 | $3,901+21.6% | $3,517+34.9% | $5,287-10.3% |
| Admin fee / account holder | $80,696 | $5,263+1433.2% | $4,510+1689.1% | $10,132+696.4% |