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 | $29,278 | $53,777-45.6% | $134,143-78.2% | $79,858-63.3% |
| Participation rate | 71.2% | 58.8%+12.4pp | 72.2%-1.0pp | 69.6%+1.6pp |
| Annual return | 18.48% | 19.01%-0.5pp | 36.33%-17.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,203 | $2,420-9.0% | $3,499-37.0% | $3,740-41.1% |
| Admin fee / account holder | $4,238 | $3,984+6.4% | $6,684-36.6% | $5,306-20.1% |