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 | $20,919 | $39,122-46.5% | $57,179-63.4% | $62,891-66.7% |
| Participation rate | 93.8% | 70.5%+23.2pp | 75.3%+18.4pp | 69.3%+24.4pp |
| Annual return | 6.26% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,520 | $1,874+34.5% | $2,682-6.0% | $2,281+10.5% |
| Participant deferral / active EE | $1,205 | $2,374-49.2% | $3,096-61.1% | $3,203-62.4% |
| Admin fee / account holder | $407 | $2,592-84.3% | $3,139-87.0% | $4,296-90.5% |