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 9-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 | $23,010 | $74,927-69.3% | $101,794-77.4% | $84,808-72.9% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.2%+14.8pp | 68.3%+15.7pp |
| Annual return | 17.97% | 18.70%-0.7pp | 30.53%-12.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,535 | $1,522+0.9% | $2,289-32.9% | $2,631-41.7% |
| Participant deferral / active EE | $2,867 | $3,099-7.5% | $4,084-29.8% | $4,212-31.9% |
| Admin fee / account holder | $3,212 | $6,514-50.7% | $8,777-63.4% | $7,344-56.3% |