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 | $19,360 | $99,341-80.5% | $84,750-77.2% | $273,961-92.9% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 7.53% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,632 | $4,214-61.3% | $3,574-54.3% | $4,869-66.5% |
| Participant deferral / active EE | $2,306 | $4,269-46.0% | $3,712-37.9% | $5,287-56.4% |
| Admin fee / account holder | $12,447 | $6,644+87.3% | $5,332+133.4% | $10,132+22.8% |