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 | $21,258 | $45,035-52.8% | $62,995-66.3% | $70,131-69.7% |
| Participation rate | 92.5% | 69.5%+22.9pp | 74.8%+17.6pp | 69.5%+22.9pp |
| Annual return | 21.41% | 18.76%+2.7pp | 87.57%-66.2pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,806 | $2,051+36.8% | $2,759+1.7% | $2,342+19.8% |
| Participant deferral / active EE | $3,716 | $2,465+50.8% | $3,329+11.6% | $3,332+11.5% |
| Admin fee / account holder | $1,235 | $2,834-56.4% | $3,600-65.7% | $4,645-73.4% |