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 | $27,184 | $90,348-69.9% | $75,972-64.2% | $145,922-81.4% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 18.81% | 620.88%-602.1pp | 359.55%-340.7pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,048 | $3,311-68.3% | $2,685-61.0% | $4,660-77.5% |
| Participant deferral / active EE | $1,252 | $5,162-75.7% | $4,255-70.6% | $6,688-81.3% |
| Admin fee / account holder | $1,178 | $8,467-86.1% | $6,467-81.8% | $13,397-91.2% |