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 | $14,627 | $107,452-86.4% | $91,541-84.0% | $142,382-89.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 15.30% | 22.06%-6.8pp | 20.50%-5.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $807 | $2,994-73.0% | $2,505-67.8% | $4,299-81.2% |
| Participant deferral / active EE | $2,200 | $4,754-53.7% | $4,008-45.1% | $6,507-66.2% |
| Admin fee / account holder | $8,368 | $8,834-5.3% | $6,956+20.3% | $12,624-33.7% |