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 | $30,753 | $56,110-45.2% | $94,993-67.6% | $70,131-56.1% |
| Participation rate | 88.5% | 65.0%+23.5pp | 73.9%+14.6pp | 69.5%+18.9pp |
| Annual return | 17.43% | 51.02%-33.6pp | 27.12%-9.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $781 | $1,442-45.9% | $2,603-70.0% | $2,342-66.7% |
| Participant deferral / active EE | $2,166 | $2,391-9.4% | $3,317-34.7% | $3,332-35.0% |
| Admin fee / account holder | $449 | $3,456-87.0% | $4,960-90.9% | $4,645-90.3% |