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 | $23,462 | $68,719-65.9% | $91,541-74.4% | $84,808-72.3% |
| Participation rate | 96.7% | 64.5%+32.2pp | 69.8%+26.9pp | 68.3%+28.4pp |
| Annual return | 12.94% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,001 | $1,920-47.8% | $2,505-60.0% | $2,631-61.9% |
| Participant deferral / active EE | $1,147 | $3,136-63.4% | $4,008-71.4% | $4,212-72.8% |
| Admin fee / account holder | $838 | $5,786-85.5% | $6,956-88.0% | $7,344-88.6% |