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 | $29,702 | $81,258-63.4% | $105,218-71.8% | $59,632-50.2% |
| Participation rate | 93.7% | 75.4%+18.3pp | 77.2%+16.4pp | 68.7%+25.0pp |
| Annual return | 3.64% | 1.96%+1.7pp | 5.33%-1.7pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $976 | $2,562-61.9% | $3,255-70.0% | $2,203-55.7% |
| Participant deferral / active EE | $2,697 | $3,881-30.5% | $4,867-44.6% | $3,192-15.5% |
| Admin fee / account holder | $1,568 | $5,841-73.2% | $6,992-77.6% | $4,297-63.5% |