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 | $25,622 | $54,541-53.0% | $78,778-67.5% | $70,131-63.5% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 15.42% | 21.07%-5.6pp | 35.62%-20.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $454 | $1,089-58.3% | $1,986-77.1% | $2,342-80.6% |
| Participant deferral / active EE | $2,046 | $2,210-7.4% | $2,958-30.8% | $3,332-38.6% |
| Admin fee / account holder | $1,143 | $3,709-69.2% | $5,134-77.7% | $4,645-75.4% |