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 | $19,402 | $80,717-76.0% | $154,803-87.5% | $84,808-77.1% |
| Participation rate | 80.2% | 66.8%+13.4pp | 78.1%+2.2pp | 68.3%+11.9pp |
| Annual return | 17.07% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $822 | $2,761-70.2% | $4,305-80.9% | $2,631-68.8% |
| Participant deferral / active EE | $2,873 | $3,303-13.0% | $5,540-48.1% | $4,212-31.8% |
| Admin fee / account holder | $3,730 | $6,746-44.7% | $14,329-74.0% | $7,344-49.2% |