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 | $24,232 | $81,248-70.2% | $155,509-84.4% | $80,856-70.0% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.6%+26.2pp |
| Annual return | 13.18% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $916 | $3,100-70.4% | $4,672-80.4% | $2,755-66.7% |
| Participant deferral / active EE | $1,321 | $3,452-61.7% | $5,626-76.5% | $4,296-69.3% |
| Admin fee / account holder | $1,317 | $7,997-83.5% | $15,912-91.7% | $6,918-81.0% |