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 | $19,008 | $53,127-64.2% | $86,590-78.0% | $70,131-72.9% |
| Participation rate | 84.3% | 65.3%+19.0pp | 73.5%+10.8pp | 69.5%+14.8pp |
| Annual return | 17.24% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,661 | $2,068-19.7% | $2,839-41.5% | $2,342-29.1% |
| Participant deferral / active EE | $3,157 | $2,696+17.1% | $3,609-12.5% | $3,332-5.2% |
| Admin fee / account holder | $1,164 | $3,585-67.5% | $4,906-76.3% | $4,645-74.9% |