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 | $20,539 | $81,248-74.7% | $155,509-86.8% | $80,856-74.6% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 14.71% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $812 | $3,100-73.8% | $4,672-82.6% | $2,755-70.5% |
| Participant deferral / active EE | $1,493 | $3,452-56.7% | $5,626-73.5% | $4,296-65.2% |
| Admin fee / account holder | $2,887 | $7,997-63.9% | $15,912-81.9% | $6,918-58.3% |