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 | $27,405 | $61,605-55.5% | $112,229-75.6% | $75,163-63.5% |
| Participation rate | 80.0% | 61.7%+18.3pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | 16.30% | 28.47%-12.2pp | 30.20%-13.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,133 | $2,015+55.5% | $3,430-8.7% | $2,670+17.4% |
| Participant deferral / active EE | $1,738 | $3,108-44.1% | $4,798-63.8% | $4,125-57.9% |
| Admin fee / account holder | $1,382 | $4,862-71.6% | $7,748-82.2% | $5,651-75.5% |