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 | $24,320 | $72,177-66.3% | $115,037-78.9% | $59,632-59.2% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | 3.60% | 12.02%-8.4pp | 26.14%-22.5pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $754 | $2,841-73.5% | $4,608-83.6% | $2,203-65.8% |
| Participant deferral / active EE | $7,354 | $4,783+53.8% | $6,026+22.0% | $3,192+130.4% |
| Admin fee / account holder | $4,973 | $4,927+0.9% | $8,175-39.2% | $4,297+15.7% |