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 | $19,015 | $84,233-77.4% | $170,442-88.8% | $70,131-72.9% |
| Participation rate | 81.4% | 70.8%+10.6pp | 83.6%-2.2pp | 69.5%+11.9pp |
| Annual return | 19.95% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $847 | $3,387-75.0% | $5,433-84.4% | $2,342-63.8% |
| Participant deferral / active EE | $888 | $3,086-71.2% | $4,939-82.0% | $3,332-73.4% |
| Admin fee / account holder | $2,206 | $5,698-61.3% | $13,880-84.1% | $4,645-52.5% |