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 | $19,574 | $43,327-54.8% | $59,878-67.3% | $64,186-69.5% |
| Participation rate | 93.5% | 69.2%+24.4pp | 74.7%+18.8pp | 69.6%+24.0pp |
| Annual return | 5.18% | -1.55%+6.7pp | 3.46%+1.7pp | 7.63%-2.4pp |
| Employer contribution / active EE | $1,461 | $2,028-28.0% | $2,722-46.3% | $2,381-38.6% |
| Participant deferral / active EE | $1,029 | $2,546-59.6% | $3,402-69.7% | $3,470-70.3% |
| Admin fee / account holder | $842 | $3,005-72.0% | $3,590-76.6% | $4,888-82.8% |