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 | $26,000 | $63,764-59.2% | $81,930-68.3% | $79,858-67.4% |
| Participation rate | 73.1% | 67.5%+5.6pp | 72.0%+1.1pp | 69.6%+3.4pp |
| Annual return | 12.45% | 22.66%-10.2pp | 29.49%-17.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,876 | $1,795+4.5% | $4,310-56.5% | $2,471-24.1% |
| Participant deferral / active EE | $2,617 | $2,780-5.9% | $7,107-63.2% | $3,740-30.0% |
| Admin fee / account holder | $1,926 | $4,426-56.5% | $5,158-62.7% | $5,306-63.7% |