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 | $22,260 | $60,022-62.9% | $88,946-75.0% | $84,808-73.8% |
| Participation rate | 75.7% | 57.8%+17.9pp | 68.8%+6.9pp | 68.3%+7.4pp |
| Annual return | 17.93% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $468 | $1,703-72.5% | $2,555-81.7% | $2,631-82.2% |
| Participant deferral / active EE | $1,870 | $3,114-40.0% | $4,581-59.2% | $4,212-55.6% |
| Admin fee / account holder | $893 | $4,811-81.4% | $8,261-89.2% | $7,344-87.8% |