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 | $23,842 | $54,762-56.5% | $90,281-73.6% | $72,985-67.3% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 26.75% | 30.63%-3.9pp | 78.10%-51.3pp | 81.00%-54.2pp |
| Employer contribution / active EE | $569 | $2,092-72.8% | $2,854-80.1% | $2,440-76.7% |
| Participant deferral / active EE | $7,041 | $2,887+143.9% | $3,885+81.2% | $3,607+95.2% |
| Admin fee / account holder | $3,413 | $3,972-14.1% | $5,351-36.2% | $5,124-33.4% |