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 | $19,336 | $99,341-80.5% | $84,750-77.2% | $273,961-92.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.85% | 22.93%-19.1pp | 22.78%-18.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,337 | $4,214-68.3% | $3,574-62.6% | $4,869-72.5% |
| Participant deferral / active EE | $2,415 | $4,269-43.4% | $3,712-34.9% | $5,287-54.3% |
| Admin fee / account holder | $1,570 | $6,644-76.4% | $5,332-70.6% | $10,132-84.5% |