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 | $24,817 | $80,717-69.3% | $154,803-84.0% | $84,808-70.7% |
| Participation rate | 80.3% | 66.8%+13.5pp | 78.1%+2.2pp | 68.3%+12.0pp |
| Annual return | 13.30% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $512 | $2,761-81.4% | $4,305-88.1% | $2,631-80.5% |
| Participant deferral / active EE | $1,255 | $3,303-62.0% | $5,540-77.4% | $4,212-70.2% |
| Admin fee / account holder | $3,131 | $6,746-53.6% | $14,329-78.1% | $7,344-57.4% |