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 | $21,489 | $56,897-62.2% | $84,750-74.6% | $62,891-65.8% |
| Participation rate | 82.9% | 68.5%+14.4pp | 76.6%+6.3pp | 69.3%+13.6pp |
| Annual return | 4.90% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $658 | $2,400-72.6% | $3,574-81.6% | $2,281-71.2% |
| Participant deferral / active EE | $1,089 | $2,709-59.8% | $3,712-70.7% | $3,203-66.0% |
| Admin fee / account holder | $800 | $3,581-77.6% | $5,332-85.0% | $4,296-81.4% |