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 | $19,247 | $107,452-82.1% | $91,541-79.0% | $142,382-86.5% |
| Participation rate | 91.3% | 75.1%+16.2pp | 69.8%+21.5pp | 80.1%+11.2pp |
| Annual return | 17.40% | 22.06%-4.7pp | 20.50%-3.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $856 | $2,994-71.4% | $2,505-65.8% | $4,299-80.1% |
| Participant deferral / active EE | $4,268 | $4,754-10.2% | $4,008+6.5% | $6,507-34.4% |
| Admin fee / account holder | $7,829 | $8,834-11.4% | $6,956+12.5% | $12,624-38.0% |