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 | $21,947 | $92,222-76.2% | $76,768-71.4% | $135,375-83.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | 13.18% | 5.46%+7.7pp | 2.43%+10.8pp | 519.73%-506.6pp |
| Employer contribution / active EE | $1,711 | $3,216-46.8% | $2,485-31.2% | $4,779-64.2% |
| Participant deferral / active EE | $2,034 | $4,509-54.9% | $3,852-47.2% | $5,609-63.7% |
| Admin fee / account holder | $635 | $10,748-94.1% | $6,675-90.5% | $10,827-94.1% |