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 | $20,423 | $93,071-78.1% | $74,583-72.6% | $273,961-92.5% |
| Participation rate | 91.7% | 74.9%+16.7pp | 68.1%+23.6pp | 83.0%+8.7pp |
| Annual return | 3.12% | 26.18%-23.1pp | 20.47%-17.3pp | 41.45%-38.3pp |
| Employer contribution / active EE | $991 | $3,160-68.6% | $2,525-60.7% | $4,869-79.6% |
| Participant deferral / active EE | $1,737 | $4,160-58.2% | $3,458-49.8% | $5,287-67.1% |
| Admin fee / account holder | $10,273 | $5,272+94.8% | $4,138+148.3% | $10,132+1.4% |