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 | $18,097 | $91,190-80.2% | $178,490-89.9% | $79,858-77.3% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 14.72% | 24.19%-9.5pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $760 | $3,256-76.7% | $5,011-84.8% | $2,471-69.3% |
| Participant deferral / active EE | $1,148 | $3,236-64.5% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $3,265 | $6,751-51.6% | $13,984-76.6% | $5,306-38.5% |