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 | $20,889 | $57,016-63.4% | $84,966-75.4% | $80,856-74.2% |
| Participation rate | 98.9% | 56.3%+42.6pp | 67.5%+31.4pp | 67.6%+31.3pp |
| Annual return | 12.35% | 21.66%-9.3pp | 66.38%-54.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,229 | $1,798-31.7% | $2,727-54.9% | $2,755-55.4% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,552 | $4,980-68.8% | $6,149-74.8% | $6,918-77.6% |