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 8-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 | $20,363 | $71,050-71.3% | $93,606-78.2% | $80,856-74.8% |
| Participation rate | 98.8% | 60.4%+38.4pp | 68.7%+30.1pp | 67.6%+31.1pp |
| Annual return | 11.66% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,564 | $1,5640% | $2,420-35.4% | $2,755-43.2% |
| Participant deferral / active EE | $2,260 | $4,034-44.0% | $4,411-48.8% | $4,296-47.4% |
| Admin fee / account holder | $1,759 | $6,945-74.7% | $8,285-78.8% | $6,918-74.6% |