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 | $26,993 | $99,032-72.7% | $80,019-66.3% | $135,375-80.1% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | 8.00% | 15.39%-7.4pp | 11.22%-3.2pp | 519.73%-511.7pp |
| Employer contribution / active EE | $2,947 | $3,043-3.2% | $2,468+19.4% | $4,779-38.3% |
| Participant deferral / active EE | $4,253 | $4,282-0.7% | $3,686+15.4% | $5,609-24.2% |
| Admin fee / account holder | $1,194 | $10,436-88.6% | $6,521-81.7% | $10,827-89.0% |