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 | $27,297 | $81,248-66.4% | $155,509-82.4% | $80,856-66.2% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.6%+9.9pp |
| Annual return | 12.55% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,938 | $3,100-37.5% | $4,672-58.5% | $2,755-29.6% |
| Participant deferral / active EE | $1,149 | $3,452-66.7% | $5,626-79.6% | $4,296-73.3% |
| Admin fee / account holder | $2,709 | $7,997-66.1% | $15,912-83.0% | $6,918-60.8% |