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 | $19,294 | $48,230-60.0% | $67,502-71.4% | $80,856-76.1% |
| Participation rate | 84.4% | 66.4%+18.0pp | 72.9%+11.5pp | 67.6%+16.7pp |
| Annual return | 14.90% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,587 | $2,020-21.4% | $2,731-41.9% | $2,755-42.4% |
| Participant deferral / active EE | $3,070 | $2,924+5.0% | $4,000-23.2% | $4,296-28.5% |
| Admin fee / account holder | $1,195 | $3,681-67.5% | $3,998-70.1% | $6,918-82.7% |