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 | $23,948 | $80,717-70.3% | $154,803-84.5% | $84,808-71.8% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 20.11% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,161 | $2,761-58.0% | $4,305-73.0% | $2,631-55.9% |
| Participant deferral / active EE | $3,132 | $3,303-5.2% | $5,540-43.5% | $4,212-25.6% |
| Admin fee / account holder | $1,506 | $6,746-77.7% | $14,329-89.5% | $7,344-79.5% |