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 | $25,658 | $48,795-47.4% | $65,493-60.8% | $84,808-69.7% |
| Participation rate | 95.1% | 67.0%+28.1pp | 73.1%+22.0pp | 68.3%+26.8pp |
| Annual return | 19.04% | 20.20%-1.2pp | 982.45%-963.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,515 | $1,930-21.5% | $2,574-41.1% | $2,631-42.4% |
| Participant deferral / active EE | $1,683 | $2,928-42.5% | $3,961-57.5% | $4,212-60.0% |
| Admin fee / account holder | $1,449 | $3,877-62.6% | $5,028-71.2% | $7,344-80.3% |