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 | $16,870 | $80,717-79.1% | $154,803-89.1% | $84,808-80.1% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+7.9pp | 68.3%+17.7pp |
| Annual return | 17.98% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,306 | $2,761-52.7% | $4,305-69.7% | $2,631-50.4% |
| Participant deferral / active EE | $3,072 | $3,303-7.0% | $5,540-44.6% | $4,212-27.1% |
| Admin fee / account holder | $2,086 | $6,746-69.1% | $14,329-85.4% | $7,344-71.6% |