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 | $15,713 | $84,233-81.3% | $170,442-90.8% | $70,131-77.6% |
| Participation rate | 88.1% | 70.8%+17.3pp | 83.6%+4.5pp | 69.5%+18.6pp |
| Annual return | 22.42% | 23.06%-0.6pp | 205.93%-183.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,087 | $3,387-67.9% | $5,433-80.0% | $2,342-53.6% |
| Participant deferral / active EE | $1,976 | $3,086-36.0% | $4,939-60.0% | $3,332-40.7% |
| Admin fee / account holder | $1,083 | $5,698-81.0% | $13,880-92.2% | $4,645-76.7% |