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 | $26,744 | $39,122-31.6% | $57,179-53.2% | $62,891-57.5% |
| Participation rate | 97.7% | 70.5%+27.2pp | 75.3%+22.4pp | 69.3%+28.4pp |
| Annual return | 5.56% | 9.23%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,440 | $1,874-23.2% | $2,682-46.3% | $2,281-36.9% |
| Participant deferral / active EE | $994 | $2,374-58.1% | $3,096-67.9% | $3,203-69.0% |
| Admin fee / account holder | $1,355 | $2,592-47.7% | $3,139-56.8% | $4,296-68.5% |