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 | $23,850 | $54,541-56.3% | $78,778-69.7% | $70,131-66.0% |
| Participation rate | 73.7% | 60.8%+12.9pp | 69.2%+4.5pp | 69.5%+4.1pp |
| Annual return | 13.49% | 21.07%-7.6pp | 35.62%-22.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $309 | $1,089-71.6% | $1,986-84.4% | $2,342-86.8% |
| Participant deferral / active EE | $2,758 | $2,210+24.8% | $2,958-6.8% | $3,332-17.2% |
| Admin fee / account holder | $4,305 | $3,709+16.1% | $5,134-16.1% | $4,645-7.3% |