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 | $24,738 | $48,795-49.3% | $65,493-62.2% | $84,808-70.8% |
| Participation rate | 75.6% | 67.0%+8.6pp | 73.1%+2.5pp | 68.3%+7.3pp |
| Annual return | 12.63% | 20.20%-7.6pp | 982.45%-969.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,714 | $1,930-11.2% | $2,574-33.4% | $2,631-34.8% |
| Participant deferral / active EE | $2,596 | $2,928-11.3% | $3,961-34.5% | $4,212-38.4% |
| Admin fee / account holder | $2,053 | $3,877-47.1% | $5,028-59.2% | $7,344-72.0% |