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 | $14,128 | $102,616-86.2% | $81,983-82.8% | $158,922-91.1% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 8.21% | 61.04%-52.8pp | 41.31%-33.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,197 | $3,240-63.1% | $2,498-52.1% | $4,761-74.9% |
| Participant deferral / active EE | $3,008 | $4,648-35.3% | $3,722-19.2% | $5,982-49.7% |
| Admin fee / account holder | $7,924 | $8,235-3.8% | $5,664+39.9% | $11,246-29.5% |