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 | $27,835 | $65,041-57.2% | $90,951-69.4% | $79,858-65.1% |
| Participation rate | 89.1% | 61.6%+27.5pp | 69.0%+20.1pp | 69.6%+19.5pp |
| Annual return | 21.54% | 30.45%-8.9pp | 134.60%-113.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $614 | $1,247-50.8% | $2,122-71.1% | $2,471-75.1% |
| Participant deferral / active EE | $1,926 | $2,512-23.3% | $3,373-42.9% | $3,740-48.5% |
| Admin fee / account holder | $1,540 | $4,536-66.1% | $5,959-74.2% | $5,306-71.0% |