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 | $27,416 | $77,899-64.8% | $149,673-81.7% | $75,163-63.5% |
| Participation rate | 79.1% | 65.6%+13.5pp | 78.8%+0.3pp | 67.2%+11.9pp |
| Annual return | 13.62% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $440 | $3,137-86.0% | $4,818-90.9% | $2,670-83.5% |
| Participant deferral / active EE | $2,636 | $3,411-22.7% | $5,680-53.6% | $4,125-36.1% |
| Admin fee / account holder | $2,469 | $5,956-58.5% | $13,210-81.3% | $5,651-56.3% |