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 | $18,416 | $45,035-59.1% | $62,995-70.8% | $70,131-73.7% |
| Participation rate | 82.7% | 69.5%+13.2pp | 74.8%+7.9pp | 69.5%+13.2pp |
| Annual return | 17.15% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $714 | $2,051-65.2% | $2,759-74.1% | $2,342-69.5% |
| Participant deferral / active EE | $788 | $2,465-68.0% | $3,329-76.3% | $3,332-76.3% |
| Admin fee / account holder | $3,405 | $2,834+20.1% | $3,600-5.4% | $4,645-26.7% |