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 | $24,593 | $163,101-84.9% | $136,749-82.0% | $142,382-82.7% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 13.06% | 27.54%-14.5pp | 24.33%-11.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,765 | $4,117-32.8% | $3,400-18.7% | $4,299-35.7% |
| Participant deferral / active EE | $3,372 | $5,585-39.6% | $4,692-28.1% | $6,507-48.2% |
| Admin fee / account holder | $2,779 | $14,318-80.6% | $11,386-75.6% | $12,624-78.0% |