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 | $18,496 | $80,717-77.1% | $154,803-88.1% | $84,808-78.2% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 14.60% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $933 | $2,761-66.2% | $4,305-78.3% | $2,631-64.5% |
| Participant deferral / active EE | $912 | $3,303-72.4% | $5,540-83.5% | $4,212-78.3% |
| Admin fee / account holder | $580 | $6,746-91.4% | $14,329-96.0% | $7,344-92.1% |