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 | $22,465 | $45,073-50.2% | $69,455-67.7% | $72,985-69.2% |
| Participation rate | 95.4% | 68.5%+26.9pp | 74.6%+20.8pp | 69.5%+25.9pp |
| Annual return | 21.77% | 22.65%-0.9pp | 28.97%-7.2pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,041 | $2,054-49.3% | $2,779-62.6% | $2,440-57.3% |
| Participant deferral / active EE | $3,548 | $2,602+36.4% | $3,535+0.4% | $3,607-1.6% |
| Admin fee / account holder | $1,585 | $3,056-48.1% | $3,839-58.7% | $5,124-69.1% |