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 | $26,451 | $76,367-65.4% | $93,606-71.7% | $72,985-63.8% |
| Participation rate | 82.8% | 71.7%+11.0pp | 75.8%+7.0pp | 69.5%+13.3pp |
| Annual return | 23.85% | 25.82%-2.0pp | 32.76%-8.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,680 | $2,275-26.2% | $2,718-38.2% | $2,440-31.2% |
| Participant deferral / active EE | $2,530 | $3,538-28.5% | $4,069-37.8% | $3,607-29.9% |
| Admin fee / account holder | $834 | $6,838-87.8% | $7,888-89.4% | $5,124-83.7% |