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 | $27,980 | $52,580-46.8% | $71,671-61.0% | $70,131-60.1% |
| Participation rate | 87.1% | 60.9%+26.2pp | 68.7%+18.4pp | 69.5%+17.6pp |
| Annual return | 19.12% | 20.25%-1.1pp | 20.65%-1.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,391 | $1,616+48.0% | $2,460-2.8% | $2,342+2.1% |
| Participant deferral / active EE | $4,337 | $2,386+81.8% | $3,438+26.2% | $3,332+30.2% |
| Admin fee / account holder | $625 | $3,653-82.9% | $5,558-88.8% | $4,645-86.5% |