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 | $19,272 | $81,248-76.3% | $155,509-87.6% | $80,856-76.2% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+9.0pp | 67.6%+19.5pp |
| Annual return | 30.47% | 33.31%-2.8pp | 64.67%-34.2pp | 35.59%-5.1pp |
| Employer contribution / active EE | $1,624 | $3,100-47.6% | $4,672-65.2% | $2,755-41.1% |
| Participant deferral / active EE | $2,707 | $3,452-21.6% | $5,626-51.9% | $4,296-37.0% |
| Admin fee / account holder | $679 | $7,997-91.5% | $15,912-95.7% | $6,918-90.2% |