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 | $20,233 | $77,899-74.0% | $149,673-86.5% | $75,163-73.1% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 16.95% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,432 | $3,137-54.3% | $4,818-70.3% | $2,670-46.3% |
| Participant deferral / active EE | $3,289 | $3,411-3.6% | $5,680-42.1% | $4,125-20.3% |
| Admin fee / account holder | $3,537 | $5,956-40.6% | $13,210-73.2% | $5,651-37.4% |