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 | $23,649 | $43,327-45.4% | $59,878-60.5% | $64,186-63.2% |
| Participation rate | 97.9% | 69.2%+28.7pp | 74.7%+23.2pp | 69.6%+28.3pp |
| Annual return | 12.71% | -1.55%+14.3pp | 3.46%+9.2pp | 7.63%+5.1pp |
| Employer contribution / active EE | $1,212 | $2,028-40.3% | $2,722-55.5% | $2,381-49.1% |
| Participant deferral / active EE | $1,554 | $2,546-39.0% | $3,402-54.3% | $3,470-55.2% |
| Admin fee / account holder | $831 | $3,005-72.3% | $3,590-76.9% | $4,888-83.0% |