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 | $20,777 | $68,719-69.8% | $91,541-77.3% | $84,808-75.5% |
| Participation rate | 86.4% | 64.5%+21.9pp | 69.8%+16.7pp | 68.3%+18.1pp |
| Annual return | 16.84% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,118 | $1,920+62.4% | $2,505+24.5% | $2,631+18.5% |
| Participant deferral / active EE | $2,140 | $3,136-31.8% | $4,008-46.6% | $4,212-49.2% |
| Admin fee / account holder | $3,615 | $5,786-37.5% | $6,956-48.0% | $7,344-50.8% |