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 | $22,446 | $81,248-72.4% | $155,509-85.6% | $80,856-72.2% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 10.81% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,284 | $3,100-26.3% | $4,672-51.1% | $2,755-17.1% |
| Participant deferral / active EE | $1,707 | $3,452-50.5% | $5,626-69.7% | $4,296-60.3% |
| Admin fee / account holder | $933 | $7,997-88.3% | $15,912-94.1% | $6,918-86.5% |