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 | $27,395 | $110,261-75.2% | $95,745-71.4% | $139,434-80.4% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 16.97% | 27.11%-10.1pp | 28.35%-11.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,304 | $3,257-60.0% | $2,835-54.0% | $4,751-72.5% |
| Participant deferral / active EE | $1,788 | $4,676-61.8% | $4,245-57.9% | $6,710-73.3% |
| Admin fee / account holder | $3,119 | $6,613-52.8% | $5,678-45.1% | $11,403-72.6% |