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 | $17,113 | $77,634-78.0% | $156,549-89.1% | $62,891-72.8% |
| Participation rate | 76.2% | 71.2%+5.0pp | 84.0%-7.8pp | 69.3%+6.9pp |
| Annual return | 11.20% | 50.32%-39.1pp | 32.23%-21.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $817 | $3,444-76.3% | $5,501-85.2% | $2,281-64.2% |
| Participant deferral / active EE | $2,410 | $3,045-20.9% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $476 | $5,561-91.4% | $13,027-96.3% | $4,296-88.9% |