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 | $19,484 | $54,762-64.4% | $90,281-78.4% | $72,985-73.3% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 19.02% | 30.63%-11.6pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $650 | $2,092-68.9% | $2,854-77.2% | $2,440-73.4% |
| Participant deferral / active EE | $1,813 | $2,887-37.2% | $3,885-53.3% | $3,607-49.8% |
| Admin fee / account holder | $10,675 | $3,972+168.8% | $5,351+99.5% | $5,124+108.3% |