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 | $12,161 | $46,553-73.9% | $64,056-81.0% | $75,163-83.8% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 16.79% | 26.03%-9.2pp | 33.69%-16.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,087 | $1,974-44.9% | $2,747-60.4% | $2,670-59.3% |
| Participant deferral / active EE | $1,647 | $2,837-41.9% | $3,880-57.6% | $4,125-60.1% |
| Admin fee / account holder | $645 | $2,952-78.1% | $3,068-79.0% | $5,651-88.6% |