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 | $28,103 | $79,944-64.8% | $98,439-71.5% | $75,163-62.6% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.2%+9.5pp | 67.2%+17.4pp |
| Annual return | 13.66% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $957 | $2,264-57.7% | $3,048-68.6% | $2,670-64.1% |
| Participant deferral / active EE | $2,178 | $3,752-42.0% | $4,738-54.0% | $4,125-47.2% |
| Admin fee / account holder | $521 | $6,840-92.4% | $8,948-94.2% | $5,651-90.8% |