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 9-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 | $23,123 | $58,851-60.7% | $115,157-79.9% | $72,985-68.3% |
| Participation rate | 74.2% | 65.5%+8.6pp | 75.9%-1.7pp | 69.5%+4.7pp |
| Annual return | 23.99% | 23.16%+0.8pp | 35.60%-11.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,030 | $1,798+12.9% | $3,179-36.1% | $2,440-16.8% |
| Participant deferral / active EE | $2,941 | $2,643+11.3% | $4,168-29.5% | $3,607-18.5% |
| Admin fee / account holder | $931 | $6,370-85.4% | $7,088-86.9% | $5,124-81.8% |