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 | $15,250 | $104,974-85.5% | $95,585-84.0% | $142,382-89.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 19.24% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,055 | $2,779-62.0% | $2,527-58.2% | $4,299-75.4% |
| Participant deferral / active EE | $1,293 | $4,352-70.3% | $4,023-67.9% | $6,507-80.1% |
| Admin fee / account holder | $1,828 | $6,386-71.4% | $6,127-70.2% | $12,624-85.5% |