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 5-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 | $27,539 | $117,983-76.7% | $101,794-72.9% | $142,382-80.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 21.93% | 36.92%-15.0pp | 30.53%-8.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,474 | $2,773-46.9% | $2,289-35.6% | $4,299-65.7% |
| Participant deferral / active EE | $2,799 | $4,714-40.6% | $4,084-31.5% | $6,507-57.0% |
| Admin fee / account holder | $562 | $10,433-94.6% | $8,777-93.6% | $12,624-95.5% |