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 | $21,906 | $99,341-77.9% | $84,750-74.2% | $273,961-92.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.20% | 22.93%-13.7pp | 22.78%-13.6pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,394 | $4,214-19.4% | $3,574-5.0% | $4,869-30.3% |
| Participant deferral / active EE | $4,789 | $4,269+12.2% | $3,712+29.0% | $5,287-9.4% |
| Admin fee / account holder | $7,698 | $6,644+15.9% | $5,332+44.4% | $10,132-24.0% |