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 | $30,785 | $58,512-47.4% | $84,015-63.4% | $72,985-57.8% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.0%+15.6pp | 69.5%+15.1pp |
| Annual return | 20.90% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $721 | $1,163-38.0% | $1,983-63.7% | $2,440-70.5% |
| Participant deferral / active EE | $1,952 | $2,394-18.4% | $3,239-39.7% | $3,607-45.9% |
| Admin fee / account holder | $14,702 | $4,569+221.8% | $6,101+141.0% | $5,124+186.9% |