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 4-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 | $20,013 | $57,016-64.9% | $84,966-76.4% | $80,856-75.2% |
| Participation rate | 86.7% | 56.3%+30.3pp | 67.5%+19.2pp | 67.6%+19.0pp |
| Annual return | 11.70% | 21.66%-10.0pp | 66.38%-54.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $520 | $1,798-71.0% | $2,727-80.9% | $2,755-81.1% |
| Participant deferral / active EE | $5,680 | $3,110+82.6% | $4,519+25.7% | $4,296+32.2% |
| Admin fee / account holder | $1,544 | $4,980-69.0% | $6,149-74.9% | $6,918-77.7% |