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 | $27,051 | $115,770-76.6% | $101,248-73.3% | $158,922-83.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 15.70% | 56.14%-40.4pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,030 | $4,175-51.4% | $3,660-44.5% | $4,761-57.4% |
| Participant deferral / active EE | $5,958 | $4,957+20.2% | $4,370+36.3% | $5,982-0.4% |
| Admin fee / account holder | $2,217 | $7,245-69.4% | $5,945-62.7% | $11,246-80.3% |