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 | $20,168 | $49,227-59.0% | $70,449-71.4% | $79,858-74.7% |
| Participation rate | 95.6% | 69.2%+26.4pp | 75.1%+20.5pp | 69.6%+25.9pp |
| Annual return | 8.78% | 30.06%-21.3pp | 109.03%-100.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,899 | $2,099+38.1% | $2,737+5.9% | $2,471+17.3% |
| Participant deferral / active EE | $1,220 | $2,768-55.9% | $3,709-67.1% | $3,740-67.4% |
| Admin fee / account holder | $2,712 | $2,878-5.8% | $3,845-29.5% | $5,306-48.9% |