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 | $23,617 | $67,984-65.3% | $65,493-63.9% | $74,304-68.2% |
| Participation rate | 93.0% | 66.3%+26.7pp | 73.1%+19.9pp | 60.3%+32.6pp |
| Annual return | 15.88% | 19.87%-4.0pp | 982.45%-966.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $977 | $2,491-60.8% | $2,574-62.0% | $2,241-56.4% |
| Participant deferral / active EE | $2,387 | $3,346-28.7% | $3,961-39.7% | $3,767-36.6% |
| Admin fee / account holder | $3,537 | $1,373+157.6% | $5,028-29.7% | $2,969+19.1% |