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 | $28,602 | $81,248-64.8% | $155,509-81.6% | $80,856-64.6% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.6%+25.4pp |
| Annual return | 10.78% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,265 | $3,100-59.2% | $4,672-72.9% | $2,755-54.1% |
| Participant deferral / active EE | $6,566 | $3,452+90.2% | $5,626+16.7% | $4,296+52.9% |
| Admin fee / account holder | $918 | $7,997-88.5% | $15,912-94.2% | $6,918-86.7% |