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 | $20,436 | $46,869-56.4% | $122,332-83.3% | $70,131-70.9% |
| Participation rate | 73.2% | 58.2%+15.0pp | 71.6%+1.5pp | 69.5%+3.6pp |
| Annual return | 13.61% | 24.22%-10.6pp | 30.27%-16.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $984 | $1,288-23.6% | $4,050-75.7% | $2,342-58.0% |
| Participant deferral / active EE | $2,876 | $2,166+32.8% | $3,287-12.5% | $3,332-13.7% |
| Admin fee / account holder | $5,907 | $3,322+77.8% | $5,478+7.8% | $4,645+27.2% |