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 | $13,938 | $85,202-83.6% | $172,739-91.9% | $72,985-80.9% |
| Participation rate | 98.2% | 70.1%+28.2pp | 82.6%+15.6pp | 69.5%+28.8pp |
| Annual return | 16.30% | 27.32%-11.0pp | 802.84%-786.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,056 | $3,324-68.2% | $5,143-79.5% | $2,440-56.7% |
| Participant deferral / active EE | $2,274 | $3,260-30.3% | $5,198-56.3% | $3,607-37.0% |
| Admin fee / account holder | $6,899 | $5,884+17.3% | $13,954-50.6% | $5,124+34.6% |