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 | $25,604 | $99,341-74.2% | $84,750-69.8% | $273,961-90.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.82% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,893 | $4,214-55.1% | $3,574-47.0% | $4,869-61.1% |
| Participant deferral / active EE | $7,133 | $4,269+67.1% | $3,712+92.2% | $5,287+34.9% |
| Admin fee / account holder | $2,672 | $6,644-59.8% | $5,332-49.9% | $10,132-73.6% |