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 | $20,976 | $91,190-77.0% | $178,490-88.2% | $79,858-73.7% |
| Participation rate | 81.6% | 69.2%+12.4pp | 81.9%-0.3pp | 69.6%+11.9pp |
| Annual return | 13.47% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $768 | $3,256-76.4% | $5,011-84.7% | $2,471-68.9% |
| Participant deferral / active EE | $1,337 | $3,236-58.7% | $5,202-74.3% | $3,740-64.2% |
| Admin fee / account holder | $1,434 | $6,751-78.8% | $13,984-89.7% | $5,306-73.0% |