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 | $26,976 | $95,266-71.7% | $82,389-67.3% | $142,382-81.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 12.63% | 25.74%-13.1pp | 28.67%-16.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $639 | $2,991-78.6% | $2,517-74.6% | $4,299-85.1% |
| Participant deferral / active EE | $1,485 | $4,809-69.1% | $4,155-64.2% | $6,507-77.2% |
| Admin fee / account holder | $2,727 | $8,563-68.2% | $7,231-62.3% | $12,624-78.4% |