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 | $17,419 | $90,503-80.8% | $78,689-77.9% | $273,961-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.05% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $583 | $3,176-81.6% | $2,851-79.5% | $4,869-88.0% |
| Participant deferral / active EE | $653 | $3,901-83.3% | $3,517-81.4% | $5,287-87.7% |
| Admin fee / account holder | $902 | $5,263-82.9% | $4,510-80.0% | $10,132-91.1% |