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 | $21,498 | $65,365-67.1% | $92,893-76.9% | $72,985-70.5% |
| Participation rate | 86.5% | 68.3%+18.2pp | 76.0%+10.5pp | 69.5%+17.1pp |
| Annual return | 21.11% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,778 | $2,594-31.5% | $3,653-51.3% | $2,440-27.1% |
| Participant deferral / active EE | $4,411 | $3,128+41.0% | $4,236+4.1% | $3,607+22.3% |
| Admin fee / account holder | $4,208 | $4,251-1.0% | $5,794-27.4% | $5,124-17.9% |