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 | $23,728 | $49,227-51.8% | $70,449-66.3% | $79,858-70.3% |
| Participation rate | 97.6% | 69.2%+28.4pp | 75.1%+22.6pp | 69.6%+28.0pp |
| Annual return | 11.80% | 30.06%-18.3pp | 109.03%-97.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,470 | $2,099-29.9% | $2,737-46.3% | $2,471-40.5% |
| Participant deferral / active EE | $1,506 | $2,768-45.6% | $3,709-59.4% | $3,740-59.7% |
| Admin fee / account holder | $888 | $2,878-69.1% | $3,845-76.9% | $5,306-83.3% |