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 | $15,800 | $84,233-81.2% | $170,442-90.7% | $70,131-77.5% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 15.62% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,015 | $3,387-70.0% | $5,433-81.3% | $2,342-56.7% |
| Participant deferral / active EE | $952 | $3,086-69.1% | $4,939-80.7% | $3,332-71.4% |
| Admin fee / account holder | $995 | $5,698-82.5% | $13,880-92.8% | $4,645-78.6% |