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 9-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 | $27,909 | $74,927-62.8% | $101,794-72.6% | $84,808-67.1% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.2%+14.8pp | 68.3%+15.7pp |
| Annual return | 13.99% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $915 | $1,522-39.9% | $2,289-60.0% | $2,631-65.2% |
| Participant deferral / active EE | $4,406 | $3,099+42.2% | $4,084+7.9% | $4,212+4.6% |
| Admin fee / account holder | $1,882 | $6,514-71.1% | $8,777-78.6% | $7,344-74.4% |