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 | $18,021 | $64,307-72.0% | $57,343-68.6% | $125,391-85.6% |
| Participation rate | 95.7% | 78.6%+17.0pp | 75.1%+20.6pp | 83.2%+12.5pp |
| Annual return | 0.83% | 25.12%-24.3pp | 24.39%-23.6pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,393 | $3,193-56.4% | $2,689-48.2% | $4,866-71.4% |
| Participant deferral / active EE | $1,423 | $3,848-63.0% | $3,162-55.0% | $5,352-73.4% |
| Admin fee / account holder | $2,384 | $5,242-54.5% | $3,356-29.0% | $9,540-75.0% |