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 | $21,265 | $37,426-43.2% | $77,482-72.6% | $79,858-73.4% |
| Participation rate | 98.1% | 41.5%+56.6pp | 54.2%+44.0pp | 69.6%+28.5pp |
| Annual return | 24.28% | 39.70%-15.4pp | 54.79%-30.5pp | 31.71%-7.4pp |
| Employer contribution / active EE | $3,228 | $637+407.1% | $986+227.3% | $2,471+30.7% |
| Participant deferral / active EE | $5,430 | $1,260+331.0% | $1,861+191.8% | $3,740+45.2% |
| Admin fee / account holder | $1,381 | $2,504-44.8% | $2,858-51.7% | $5,306-74.0% |