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 | $19,555 | $48,076-59.3% | $78,689-75.1% | $62,891-68.9% |
| Participation rate | 74.2% | 65.2%+9.0pp | 73.6%+0.6pp | 69.3%+4.9pp |
| Annual return | 5.82% | 31.35%-25.5pp | 62.18%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $627 | $2,015-68.9% | $2,851-78.0% | $2,281-72.5% |
| Participant deferral / active EE | $1,118 | $2,588-56.8% | $3,517-68.2% | $3,203-65.1% |
| Admin fee / account holder | $3,626 | $3,207+13.1% | $4,510-19.6% | $4,296-15.6% |