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 | $26,589 | $48,795-45.5% | $65,493-59.4% | $84,808-68.6% |
| Participation rate | 93.3% | 67.0%+26.4pp | 73.1%+20.2pp | 68.3%+25.0pp |
| Annual return | 15.77% | 20.20%-4.4pp | 982.45%-966.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $488 | $1,930-74.7% | $2,574-81.0% | $2,631-81.5% |
| Participant deferral / active EE | $2,760 | $2,928-5.7% | $3,961-30.3% | $4,212-34.5% |
| Admin fee / account holder | $2,217 | $3,877-42.8% | $5,028-55.9% | $7,344-69.8% |