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 | $19,693 | $91,190-78.4% | $178,490-89.0% | $79,858-75.3% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 11.48% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $739 | $3,256-77.3% | $5,011-85.3% | $2,471-70.1% |
| Participant deferral / active EE | $1,533 | $3,236-52.6% | $5,202-70.5% | $3,740-59.0% |
| Admin fee / account holder | $429 | $6,751-93.6% | $13,984-96.9% | $5,306-91.9% |