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 | $13,562 | $54,762-75.2% | $90,281-85.0% | $72,985-81.4% |
| Participation rate | 80.0% | 65.1%+14.9pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 29.40% | 30.63%-1.2pp | 78.10%-48.7pp | 81.00%-51.6pp |
| Employer contribution / active EE | $953 | $2,092-54.4% | $2,854-66.6% | $2,440-60.9% |
| Participant deferral / active EE | $2,746 | $2,887-4.9% | $3,885-29.3% | $3,607-23.9% |
| Admin fee / account holder | $526 | $3,972-86.8% | $5,351-90.2% | $5,124-89.7% |