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 | $22,485 | $81,248-72.3% | $155,509-85.5% | $80,856-72.2% |
| Participation rate | 86.3% | 66.2%+20.0pp | 78.2%+8.1pp | 67.6%+18.6pp |
| Annual return | 14.09% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $806 | $3,100-74.0% | $4,672-82.7% | $2,755-70.7% |
| Participant deferral / active EE | $1,076 | $3,452-68.8% | $5,626-80.9% | $4,296-75.0% |
| Admin fee / account holder | $360 | $7,997-95.5% | $15,912-97.7% | $6,918-94.8% |