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 | $26,162 | $71,050-63.2% | $93,606-72.1% | $80,856-67.6% |
| Participation rate | 93.4% | 60.4%+33.0pp | 68.7%+24.7pp | 67.6%+25.8pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,696 | $1,564+8.4% | $2,420-29.9% | $2,755-38.5% |
| Participant deferral / active EE | $2,806 | $4,034-30.4% | $4,411-36.4% | $4,296-34.7% |
| Admin fee / account holder | $5,778 | $6,945-16.8% | $8,285-30.3% | $6,918-16.5% |