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 | $19,089 | $80,717-76.4% | $154,803-87.7% | $84,808-77.5% |
| Participation rate | 75.3% | 66.8%+8.5pp | 78.1%-2.8pp | 68.3%+7.0pp |
| Annual return | 15.99% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $600 | $2,761-78.3% | $4,305-86.1% | $2,631-77.2% |
| Participant deferral / active EE | $2,148 | $3,303-35.0% | $5,540-61.2% | $4,212-49.0% |
| Admin fee / account holder | $2,220 | $6,746-67.1% | $14,329-84.5% | $7,344-69.8% |