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 | $13,225 | $57,016-76.8% | $84,966-84.4% | $80,856-83.6% |
| Participation rate | 80.0% | 56.3%+23.7pp | 67.5%+12.5pp | 67.6%+12.4pp |
| Annual return | 14.75% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,805 | $1,798+0.4% | $2,727-33.8% | $2,755-34.5% |
| Participant deferral / active EE | $951 | $3,110-69.4% | $4,519-79.0% | $4,296-77.9% |
| Admin fee / account holder | $2,359 | $4,980-52.6% | $6,149-61.6% | $6,918-65.9% |