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 | $27,422 | $115,708-76.3% | $65,255-58.0% | $139,434-80.3% |
| Participation rate | 75.0% | 67.8%+7.2pp | 65.0%+10.0pp | 80.3%-5.3pp |
| Annual return | 16.73% | 31.19%-14.5pp | 47.35%-30.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,047 | $2,599-59.7% | $1,691-38.1% | $4,751-78.0% |
| Participant deferral / active EE | $2,033 | $4,240-52.1% | $2,831-28.2% | $6,710-69.7% |
| Admin fee / account holder | $3,315 | $6,698-50.5% | $4,112-19.4% | $11,403-70.9% |