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 | $17,839 | $46,869-61.9% | $122,332-85.4% | $70,131-74.6% |
| Participation rate | 85.0% | 58.2%+26.8pp | 71.6%+13.4pp | 69.5%+15.5pp |
| Annual return | 14.96% | 24.22%-9.3pp | 30.27%-15.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $260 | $1,288-79.8% | $4,050-93.6% | $2,342-88.9% |
| Participant deferral / active EE | $1,160 | $2,166-46.5% | $3,287-64.7% | $3,332-65.2% |
| Admin fee / account holder | $5,699 | $3,322+71.5% | $5,478+4.0% | $4,645+22.7% |