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 | $19,810 | $57,990-65.8% | $76,190-74.0% | $80,856-75.5% |
| Participation rate | 75.7% | 73.7%+1.9pp | 79.3%-3.6pp | 67.6%+8.0pp |
| Annual return | 15.23% | 15.89%-0.7pp | 13.78%+1.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,204 | $3,565-66.2% | $4,578-73.7% | $2,755-56.3% |
| Participant deferral / active EE | $3,251 | $3,814-14.7% | $5,474-40.6% | $4,296-24.3% |
| Admin fee / account holder | $404 | $5,668-92.9% | $5,123-92.1% | $6,918-94.2% |