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 | $22,131 | $58,512-62.2% | $84,015-73.7% | $72,985-69.7% |
| Participation rate | 87.1% | 61.2%+25.9pp | 69.0%+18.1pp | 69.5%+17.6pp |
| Annual return | 23.36% | 28.93%-5.6pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,786 | $1,163+139.6% | $1,983+40.5% | $2,440+14.2% |
| Participant deferral / active EE | $2,320 | $2,394-3.1% | $3,239-28.4% | $3,607-35.7% |
| Admin fee / account holder | $396 | $4,569-91.3% | $6,101-93.5% | $5,124-92.3% |