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 | $16,170 | $57,016-71.6% | $84,966-81.0% | $80,856-80.0% |
| Participation rate | 90.9% | 56.3%+34.6pp | 67.5%+23.4pp | 67.6%+23.3pp |
| Annual return | 10.95% | 21.66%-10.7pp | 66.38%-55.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $747 | $1,798-58.5% | $2,727-72.6% | $2,755-72.9% |
| Participant deferral / active EE | $1,086 | $3,110-65.1% | $4,519-76.0% | $4,296-74.7% |
| Admin fee / account holder | $1,793 | $4,980-64.0% | $6,149-70.8% | $6,918-74.1% |