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 8-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 | $10,468 | $81,248-87.1% | $155,509-93.3% | $80,856-87.1% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 18.33% | 33.31%-15.0pp | 64.67%-46.3pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,050 | $3,100-66.1% | $4,672-77.5% | $2,755-61.9% |
| Participant deferral / active EE | $2,429 | $3,452-29.6% | $5,626-56.8% | $4,296-43.5% |
| Admin fee / account holder | $2,410 | $7,997-69.9% | $15,912-84.9% | $6,918-65.2% |