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 | $21,453 | $99,341-78.4% | $84,750-74.7% | $273,961-92.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.72% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,858 | $4,214-55.9% | $3,574-48.0% | $4,869-61.8% |
| Participant deferral / active EE | $2,198 | $4,269-48.5% | $3,712-40.8% | $5,287-58.4% |
| Admin fee / account holder | $1,238 | $6,644-81.4% | $5,332-76.8% | $10,132-87.8% |