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 | $20,786 | $72,012-71.1% | $185,823-88.8% | $79,858-74.0% |
| Participation rate | 89.7% | 65.8%+24.0pp | 78.0%+11.7pp | 69.6%+20.1pp |
| Annual return | 17.09% | 23.12%-6.0pp | 35.95%-18.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,094 | $1,965+6.6% | $4,087-48.8% | $2,471-15.3% |
| Participant deferral / active EE | $2,334 | $3,779-38.2% | $5,632-58.6% | $3,740-37.6% |
| Admin fee / account holder | $888 | $4,513-80.3% | $9,500-90.7% | $5,306-83.3% |