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 | $19,071 | $99,341-80.8% | $84,750-77.5% | $273,961-93.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.94% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $953 | $4,214-77.4% | $3,574-73.3% | $4,869-80.4% |
| Participant deferral / active EE | $1,119 | $4,269-73.8% | $3,712-69.8% | $5,287-78.8% |
| Admin fee / account holder | $877 | $6,644-86.8% | $5,332-83.6% | $10,132-91.3% |