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 7-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 | $29,871 | $106,515-72.0% | $96,683-69.1% | $139,434-78.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.57% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,429 | $4,103-40.8% | $3,737-35.0% | $4,751-48.9% |
| Participant deferral / active EE | $4,869 | $5,454-10.7% | $4,878-0.2% | $6,710-27.4% |
| Admin fee / account holder | $10,519 | $7,877+33.5% | $6,730+56.3% | $11,403-7.7% |