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 | $22,055 | $99,341-77.8% | $84,750-74.0% | $273,961-91.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.16% | 22.93%-19.8pp | 22.78%-19.6pp | 41.45%-38.3pp |
| Employer contribution / active EE | $729 | $4,214-82.7% | $3,574-79.6% | $4,869-85.0% |
| Participant deferral / active EE | $1,091 | $4,269-74.4% | $3,712-70.6% | $5,287-79.4% |
| Admin fee / account holder | $10,989 | $6,644+65.4% | $5,332+106.1% | $10,132+8.5% |