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 | $21,689 | $80,717-73.1% | $154,803-86.0% | $84,808-74.4% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 14.75% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,251 | $2,761-54.7% | $4,305-71.0% | $2,631-52.5% |
| Participant deferral / active EE | $2,241 | $3,303-32.2% | $5,540-59.5% | $4,212-46.8% |
| Admin fee / account holder | $3,147 | $6,746-53.3% | $14,329-78.0% | $7,344-57.1% |