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 7-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 | $27,236 | $100,773-73.0% | $88,946-69.4% | $142,382-80.9% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 20.16% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,698 | $2,918-41.8% | $2,555-33.5% | $4,299-60.5% |
| Participant deferral / active EE | $2,099 | $5,230-59.9% | $4,581-54.2% | $6,507-67.7% |
| Admin fee / account holder | $804 | $9,693-91.7% | $8,261-90.3% | $12,624-93.6% |