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 | $27,971 | $90,503-69.1% | $78,689-64.5% | $273,961-89.8% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 5.07% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,421 | $3,176-55.3% | $2,851-50.2% | $4,869-70.8% |
| Participant deferral / active EE | $3,238 | $3,901-17.0% | $3,517-7.9% | $5,287-38.8% |
| Admin fee / account holder | $413 | $5,263-92.2% | $4,510-90.8% | $10,132-95.9% |