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 9-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 | $22,737 | $65,365-65.2% | $92,893-75.5% | $72,985-68.8% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.0%-3.3pp | 69.5%+3.2pp |
| Annual return | 22.81% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,575 | $2,594-39.3% | $3,653-56.9% | $2,440-35.5% |
| Participant deferral / active EE | $2,959 | $3,128-5.4% | $4,236-30.2% | $3,607-18.0% |
| Admin fee / account holder | $598 | $4,251-85.9% | $5,794-89.7% | $5,124-88.3% |