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 | $20,910 | $60,892-65.7% | $82,389-74.6% | $84,808-75.3% |
| Participation rate | 85.0% | 63.3%+21.7pp | 69.5%+15.5pp | 68.3%+16.7pp |
| Annual return | 19.86% | 37.29%-17.4pp | 28.67%-8.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,775 | $1,779-0.3% | $2,517-29.5% | $2,631-32.5% |
| Participant deferral / active EE | $3,585 | $3,179+12.8% | $4,155-13.7% | $4,212-14.9% |
| Admin fee / account holder | $2,599 | $5,467-52.5% | $7,231-64.1% | $7,344-64.6% |