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 | $15,663 | $81,248-80.7% | $155,509-89.9% | $80,856-80.6% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 24.65% | 33.31%-8.7pp | 64.67%-40.0pp | 35.59%-10.9pp |
| Employer contribution / active EE | $689 | $3,100-77.8% | $4,672-85.2% | $2,755-75.0% |
| Participant deferral / active EE | $2,105 | $3,452-39.0% | $5,626-62.6% | $4,296-51.0% |
| Admin fee / account holder | $1,032 | $7,997-87.1% | $15,912-93.5% | $6,918-85.1% |