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 | $23,183 | $48,076-51.8% | $78,689-70.5% | $62,891-63.1% |
| Participation rate | 90.7% | 65.2%+25.5pp | 73.6%+17.1pp | 69.3%+21.4pp |
| Annual return | 7.37% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $741 | $2,015-63.2% | $2,851-74.0% | $2,281-67.5% |
| Participant deferral / active EE | $1,357 | $2,588-47.6% | $3,517-61.4% | $3,203-57.6% |
| Admin fee / account holder | $896 | $3,207-72.0% | $4,510-80.1% | $4,296-79.1% |