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 | $15,052 | $49,915-69.8% | $154,803-90.3% | $74,304-79.7% |
| Participation rate | 97.4% | 54.0%+43.4pp | 78.1%+19.3pp | 60.3%+37.0pp |
| Annual return | 27.86% | 34.06%-6.2pp | 58.88%-31.0pp | 29.43%-1.6pp |
| Employer contribution / active EE | $1,391 | $1,611-13.7% | $4,305-67.7% | $2,241-37.9% |
| Participant deferral / active EE | $2,623 | $2,255+16.3% | $5,540-52.7% | $3,767-30.4% |
| Admin fee / account holder | $945 | $2,189-56.8% | $14,329-93.4% | $2,969-68.2% |