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 | $28,295 | $99,341-71.5% | $84,750-66.6% | $273,961-89.7% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,912 | $4,214-54.6% | $3,574-46.5% | $4,869-60.7% |
| Participant deferral / active EE | $2,836 | $4,269-33.6% | $3,712-23.6% | $5,287-46.4% |
| Admin fee / account holder | $729 | $6,644-89.0% | $5,332-86.3% | $10,132-92.8% |