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 | $25,175 | $73,933-65.9% | $96,683-74.0% | $75,163-66.5% |
| Participation rate | 70.0% | 66.4%+3.6pp | 74.3%-4.3pp | 67.2%+2.8pp |
| Annual return | 14.76% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $828 | $2,928-71.7% | $3,737-77.8% | $2,670-69.0% |
| Participant deferral / active EE | $2,933 | $3,659-19.8% | $4,878-39.9% | $4,125-28.9% |
| Admin fee / account holder | $3,233 | $5,216-38.0% | $6,730-52.0% | $5,651-42.8% |