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 5-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 | $19,547 | $117,983-83.4% | $101,794-80.8% | $142,382-86.3% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.2%+8.1pp | 80.1%-2.8pp |
| Annual return | 10.78% | 36.92%-26.1pp | 30.53%-19.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,710 | $2,773-38.3% | $2,289-25.3% | $4,299-60.2% |
| Participant deferral / active EE | $2,139 | $4,714-54.6% | $4,084-47.6% | $6,507-67.1% |
| Admin fee / account holder | $6,935 | $10,433-33.5% | $8,777-21.0% | $12,624-45.1% |