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 | $20,767 | $80,717-74.3% | $154,803-86.6% | $84,808-75.5% |
| Participation rate | 75.3% | 66.8%+8.5pp | 78.1%-2.8pp | 68.3%+7.0pp |
| Annual return | 19.68% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,207 | $2,761-56.3% | $4,305-72.0% | $2,631-54.1% |
| Participant deferral / active EE | $1,591 | $3,303-51.8% | $5,540-71.3% | $4,212-62.2% |
| Admin fee / account holder | $1,079 | $6,746-84.0% | $14,329-92.5% | $7,344-85.3% |