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 | $27,868 | $65,395-57.4% | $182,532-84.7% | $72,985-61.8% |
| Participation rate | 87.2% | 65.4%+21.7pp | 78.0%+9.2pp | 69.5%+17.7pp |
| Annual return | 18.68% | 27.68%-9.0pp | 148.54%-129.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,163 | $1,911+65.5% | $4,076-22.4% | $2,440+29.6% |
| Participant deferral / active EE | $5,801 | $3,563+62.8% | $5,524+5.0% | $3,607+60.8% |
| Admin fee / account holder | $2,680 | $4,245-36.9% | $8,592-68.8% | $5,124-47.7% |