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 | $26,990 | $72,277-62.7% | $101,248-73.3% | $79,858-66.2% |
| Participation rate | 73.8% | 68.5%+5.4pp | 75.8%-2.0pp | 69.6%+4.2pp |
| Annual return | 15.71% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,728 | $2,692-35.8% | $3,660-52.8% | $2,471-30.1% |
| Participant deferral / active EE | $2,972 | $3,282-9.5% | $4,370-32.0% | $3,740-20.5% |
| Admin fee / account holder | $907 | $4,400-79.4% | $5,945-84.7% | $5,306-82.9% |