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 | $28,223 | $80,717-65.0% | $154,803-81.8% | $84,808-66.7% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.1pp | 68.3%+3.6pp |
| Annual return | 17.97% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $719 | $2,761-74.0% | $4,305-83.3% | $2,631-72.7% |
| Participant deferral / active EE | $2,027 | $3,303-38.6% | $5,540-63.4% | $4,212-51.9% |
| Admin fee / account holder | $4,109 | $6,746-39.1% | $14,329-71.3% | $7,344-44.0% |