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 | $23,713 | $80,717-70.6% | $154,803-84.7% | $84,808-72.0% |
| Participation rate | 95.0% | 66.8%+28.2pp | 78.1%+16.9pp | 68.3%+26.7pp |
| Annual return | 14.73% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,633 | $2,761-4.7% | $4,305-38.8% | $2,631+0.1% |
| Participant deferral / active EE | $2,017 | $3,303-38.9% | $5,540-63.6% | $4,212-52.1% |
| Admin fee / account holder | $470 | $6,746-93.0% | $14,329-96.7% | $7,344-93.6% |