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 | $17,214 | $80,717-78.7% | $154,803-88.9% | $84,808-79.7% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 17.82% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $737 | $2,761-73.3% | $4,305-82.9% | $2,631-72.0% |
| Participant deferral / active EE | $2,025 | $3,303-38.7% | $5,540-63.5% | $4,212-51.9% |
| Admin fee / account holder | $707 | $6,746-89.5% | $14,329-95.1% | $7,344-90.4% |