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 8-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 | $12,898 | $77,899-83.4% | $149,673-91.4% | $75,163-82.8% |
| Participation rate | 98.3% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.1pp |
| Annual return | 15.71% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $629 | $3,137-80.0% | $4,818-86.9% | $2,670-76.5% |
| Participant deferral / active EE | $1,342 | $3,411-60.7% | $5,680-76.4% | $4,125-67.5% |
| Admin fee / account holder | $895 | $5,956-85.0% | $13,210-93.2% | $5,651-84.2% |