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 | $29,542 | $93,346-68.4% | $71,796-58.9% | $273,961-89.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 8.75% | 130.39%-121.6pp | 78.04%-69.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $558 | $2,733-79.6% | $1,924-71.0% | $4,869-88.5% |
| Participant deferral / active EE | $2,270 | $3,475-34.7% | $2,794-18.8% | $5,287-57.1% |
| Admin fee / account holder | $6,829 | $6,571+3.9% | $4,815+41.8% | $10,132-32.6% |