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 | $16,738 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 77.6% | 66.8%+10.8pp | 78.1%-0.5pp | 68.3%+9.3pp |
| Annual return | 18.27% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $994 | $2,761-64.0% | $4,305-76.9% | $2,631-62.2% |
| Participant deferral / active EE | $1,147 | $3,303-65.3% | $5,540-79.3% | $4,212-72.8% |
| Admin fee / account holder | $1,905 | $6,746-71.8% | $14,329-86.7% | $7,344-74.1% |