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 | $25,175 | $72,012-65.0% | $185,823-86.5% | $79,858-68.5% |
| Participation rate | 86.7% | 65.8%+21.0pp | 78.0%+8.7pp | 69.6%+17.1pp |
| Annual return | 19.10% | 23.12%-4.0pp | 35.95%-16.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,008 | $1,965-48.7% | $4,087-75.3% | $2,471-59.2% |
| Participant deferral / active EE | $3,923 | $3,779+3.8% | $5,632-30.3% | $3,740+4.9% |
| Admin fee / account holder | $784 | $4,513-82.6% | $9,500-91.7% | $5,306-85.2% |