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 | $14,876 | $53,822-72.4% | $75,696-80.3% | $85,850-82.7% |
| Participation rate | 97.8% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.5pp |
| Annual return | 27.17% | 24.54%+2.6pp | 104.53%-77.4pp | 318.53%-291.4pp |
| Employer contribution / active EE | $456 | $2,017-77.4% | $2,743-83.4% | $2,565-82.2% |
| Participant deferral / active EE | $3,147 | $2,895+8.7% | $3,821-17.7% | $3,952-20.4% |
| Admin fee / account holder | $946 | $3,343-71.7% | $3,619-73.9% | $6,260-84.9% |