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 | $21,254 | $76,552-72.2% | $123,892-82.8% | $62,891-66.2% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.6pp | 69.3%+23.7pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,169 | $2,883-59.5% | $4,617-74.7% | $2,281-48.8% |
| Participant deferral / active EE | $4,340 | $4,840-10.3% | $5,984-27.5% | $3,203+35.5% |
| Admin fee / account holder | $1,263 | $4,826-73.8% | $8,357-84.9% | $4,296-70.6% |