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 | $27,104 | $46,553-41.8% | $64,056-57.7% | $75,163-63.9% |
| Participation rate | 75.7% | 65.9%+9.7pp | 72.3%+3.4pp | 67.2%+8.5pp |
| Annual return | 20.35% | 26.03%-5.7pp | 33.69%-13.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,495 | $1,974-24.3% | $2,747-45.6% | $2,670-44.0% |
| Participant deferral / active EE | $4,647 | $2,837+63.8% | $3,880+19.8% | $4,125+12.7% |
| Admin fee / account holder | $1,070 | $2,952-63.7% | $3,068-65.1% | $5,651-81.1% |