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 | $28,465 | $77,899-63.5% | $149,673-81.0% | $75,163-62.1% |
| Participation rate | 73.3% | 65.6%+7.8pp | 78.8%-5.4pp | 67.2%+6.1pp |
| Annual return | 21.78% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $996 | $3,137-68.3% | $4,818-79.3% | $2,670-62.7% |
| Participant deferral / active EE | $4,676 | $3,411+37.1% | $5,680-17.7% | $4,125+13.4% |
| Admin fee / account holder | $4,338 | $5,956-27.2% | $13,210-67.2% | $5,651-23.2% |