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 | $20,527 | $81,248-74.7% | $155,509-86.8% | $80,856-74.6% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.6%+20.9pp |
| Annual return | 12.95% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,506 | $3,100-51.4% | $4,672-67.8% | $2,755-45.3% |
| Participant deferral / active EE | $2,873 | $3,452-16.8% | $5,626-48.9% | $4,296-33.1% |
| Admin fee / account holder | $5,660 | $7,997-29.2% | $15,912-64.4% | $6,918-18.2% |