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 | $26,912 | $39,122-31.2% | $57,179-52.9% | $62,891-57.2% |
| Participation rate | 89.6% | 70.5%+19.1pp | 75.3%+14.2pp | 69.3%+20.3pp |
| Annual return | 7.26% | 9.23%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,509 | $1,874-19.5% | $2,682-43.7% | $2,281-33.8% |
| Participant deferral / active EE | $1,098 | $2,374-53.7% | $3,096-64.5% | $3,203-65.7% |
| Admin fee / account holder | $378 | $2,592-85.4% | $3,139-88.0% | $4,296-91.2% |