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 | $25,863 | $77,899-66.8% | $149,673-82.7% | $75,163-65.6% |
| Participation rate | 76.9% | 65.6%+11.3pp | 78.8%-1.8pp | 67.2%+9.7pp |
| Annual return | 15.54% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $517 | $3,137-83.5% | $4,818-89.3% | $2,670-80.6% |
| Participant deferral / active EE | $3,514 | $3,411+3.0% | $5,680-38.1% | $4,125-14.8% |
| Admin fee / account holder | $4,747 | $5,956-20.3% | $13,210-64.1% | $5,651-16.0% |