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 | $27,219 | $98,240-72.3% | $82,313-66.9% | $147,584-81.6% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 13.71% | 30.85%-17.1pp | 25.88%-12.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $626 | $3,192-80.4% | $2,428-74.2% | $4,876-87.2% |
| Participant deferral / active EE | $2,892 | $4,383-34.0% | $3,706-22.0% | $5,439-46.8% |
| Admin fee / account holder | $623 | $8,563-92.7% | $5,608-88.9% | $10,885-94.3% |