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 | $19,599 | $45,073-56.5% | $69,455-71.8% | $72,985-73.1% |
| Participation rate | 91.2% | 68.5%+22.7pp | 74.6%+16.6pp | 69.5%+21.7pp |
| Annual return | 12.24% | 22.65%-10.4pp | 28.97%-16.7pp | 81.00%-68.8pp |
| Employer contribution / active EE | $1,883 | $2,054-8.3% | $2,779-32.3% | $2,440-22.8% |
| Participant deferral / active EE | $3,902 | $2,602+50.0% | $3,535+10.4% | $3,607+8.2% |
| Admin fee / account holder | $778 | $3,056-74.5% | $3,839-79.7% | $5,124-84.8% |