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 | $22,783 | $65,041-65.0% | $90,951-75.0% | $79,858-71.5% |
| Participation rate | 71.9% | 61.6%+10.3pp | 69.0%+2.9pp | 69.6%+2.2pp |
| Annual return | 16.75% | 30.45%-13.7pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $837 | $1,247-32.9% | $2,122-60.6% | $2,471-66.1% |
| Participant deferral / active EE | $2,430 | $2,512-3.3% | $3,373-27.9% | $3,740-35.0% |
| Admin fee / account holder | $488 | $4,536-89.2% | $5,959-91.8% | $5,306-90.8% |