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 9-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 | $17,123 | $80,717-78.8% | $154,803-88.9% | $84,808-79.8% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,057 | $2,761-25.5% | $4,305-52.2% | $2,631-21.8% |
| Participant deferral / active EE | $1,881 | $3,303-43.1% | $5,540-66.1% | $4,212-55.3% |
| Admin fee / account holder | $3,014 | $6,746-55.3% | $14,329-79.0% | $7,344-59.0% |