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 | $20,928 | $49,227-57.5% | $70,449-70.3% | $79,858-73.8% |
| Participation rate | 95.0% | 69.2%+25.8pp | 75.1%+19.9pp | 69.6%+25.4pp |
| Annual return | 12.45% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,091 | $2,099-0.4% | $2,737-23.6% | $2,471-15.4% |
| Participant deferral / active EE | $1,681 | $2,768-39.3% | $3,709-54.7% | $3,740-55.0% |
| Admin fee / account holder | $6,567 | $2,878+128.2% | $3,845+70.8% | $5,306+23.8% |