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 3-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 | $22,694 | $68,719-67.0% | $91,541-75.2% | $84,808-73.2% |
| Participation rate | 80.0% | 64.5%+15.5pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 17.45% | 19.12%-1.7pp | 20.50%-3.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,730 | $1,920-9.9% | $2,505-30.9% | $2,631-34.2% |
| Participant deferral / active EE | $2,912 | $3,136-7.1% | $4,008-27.3% | $4,212-30.9% |
| Admin fee / account holder | $10,239 | $5,786+76.9% | $6,956+47.2% | $7,344+39.4% |