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 | $18,810 | $46,553-59.6% | $64,056-70.6% | $75,163-75.0% |
| Participation rate | 80.8% | 65.9%+14.8pp | 72.3%+8.5pp | 67.2%+13.6pp |
| Annual return | 14.87% | 26.03%-11.2pp | 33.69%-18.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $572 | $1,974-71.0% | $2,747-79.2% | $2,670-78.6% |
| Participant deferral / active EE | $1,478 | $2,837-47.9% | $3,880-61.9% | $4,125-64.2% |
| Admin fee / account holder | $8,078 | $2,952+173.6% | $3,068+163.3% | $5,651+42.9% |