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 | $28,403 | $80,717-64.8% | $154,803-81.7% | $84,808-66.5% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 15.49% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,186 | $2,761-57.1% | $4,305-72.5% | $2,631-54.9% |
| Participant deferral / active EE | $3,728 | $3,303+12.8% | $5,540-32.7% | $4,212-11.5% |
| Admin fee / account holder | $432 | $6,746-93.6% | $14,329-97.0% | $7,344-94.1% |