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 | $27,510 | $80,717-65.9% | $154,803-82.2% | $84,808-67.6% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.4pp | 68.3%+14.2pp |
| Annual return | 17.43% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $996 | $2,761-63.9% | $4,305-76.9% | $2,631-62.1% |
| Participant deferral / active EE | $2,550 | $3,303-22.8% | $5,540-54.0% | $4,212-39.4% |
| Admin fee / account holder | $2,731 | $6,746-59.5% | $14,329-80.9% | $7,344-62.8% |