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 | $23,687 | $63,861-62.9% | $104,607-77.4% | $79,858-70.3% |
| Participation rate | 75.9% | 64.9%+10.9pp | 74.1%+1.8pp | 69.6%+6.2pp |
| Annual return | 10.63% | 21.30%-10.7pp | 340.46%-329.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,115 | $1,588+33.2% | $2,681-21.1% | $2,471-14.4% |
| Participant deferral / active EE | $3,905 | $2,693+45.0% | $3,740+4.4% | $3,740+4.4% |
| Admin fee / account holder | $1,725 | $4,185-58.8% | $6,473-73.4% | $5,306-67.5% |