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 6-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 | $24,057 | $53,777-55.3% | $134,143-82.1% | $79,858-69.9% |
| Participation rate | 92.0% | 58.8%+33.2pp | 72.2%+19.8pp | 69.6%+22.4pp |
| Annual return | 12.25% | 19.01%-6.8pp | 36.33%-24.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,210 | $2,420-8.7% | $3,499-36.8% | $3,740-40.9% |
| Admin fee / account holder | $1,005 | $3,984-74.8% | $6,684-85.0% | $5,306-81.1% |