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 | $24,479 | $64,348-62.0% | $90,160-72.8% | $70,131-65.1% |
| Participation rate | 81.5% | 70.4%+11.0pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 20.48% | 28.13%-7.7pp | 34.88%-14.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $582 | $2,046-71.5% | $3,318-82.4% | $2,342-75.1% |
| Participant deferral / active EE | $5,824 | $4,389+32.7% | $5,288+10.2% | $3,332+74.8% |
| Admin fee / account holder | $342 | $3,944-91.3% | $5,943-94.2% | $4,645-92.6% |