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 | $14,551 | $80,717-82.0% | $154,803-90.6% | $84,808-82.8% |
| Participation rate | 72.2% | 66.8%+5.4pp | 78.1%-5.8pp | 68.3%+3.9pp |
| Annual return | 14.58% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $355 | $2,761-87.1% | $4,305-91.8% | $2,631-86.5% |
| Participant deferral / active EE | $1,369 | $3,303-58.6% | $5,540-75.3% | $4,212-67.5% |
| Admin fee / account holder | $5,770 | $6,746-14.5% | $14,329-59.7% | $7,344-21.4% |