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 | $19,579 | $80,717-75.7% | $154,803-87.4% | $84,808-76.9% |
| Participation rate | 96.6% | 66.8%+29.8pp | 78.1%+18.5pp | 68.3%+28.3pp |
| Annual return | 19.67% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,956 | $2,761+79.5% | $4,305+15.1% | $2,631+88.4% |
| Participant deferral / active EE | $2,447 | $3,303-25.9% | $5,540-55.8% | $4,212-41.9% |
| Admin fee / account holder | $5,910 | $6,746-12.4% | $14,329-58.8% | $7,344-19.5% |