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 | $20,690 | $45,035-54.1% | $62,995-67.2% | $70,131-70.5% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 17.58% | 18.76%-1.2pp | 87.57%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $665 | $2,051-67.6% | $2,759-75.9% | $2,342-71.6% |
| Participant deferral / active EE | $1,413 | $2,465-42.6% | $3,329-57.5% | $3,332-57.6% |
| Admin fee / account holder | $463 | $2,834-83.6% | $3,600-87.1% | $4,645-90.0% |