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 | $20,764 | $99,341-79.1% | $84,750-75.5% | $273,961-92.4% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 15.71% | 22.93%-7.2pp | 22.78%-7.1pp | 41.45%-25.7pp |
| Employer contribution / active EE | $1,720 | $4,214-59.2% | $3,574-51.9% | $4,869-64.7% |
| Participant deferral / active EE | $6,258 | $4,269+46.6% | $3,712+68.6% | $5,287+18.4% |
| Admin fee / account holder | $1,510 | $6,644-77.3% | $5,332-71.7% | $10,132-85.1% |