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 | $15,046 | $69,207-78.3% | $64,056-76.5% | $139,434-89.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.74% | 45.88%-31.1pp | 33.69%-19.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,294 | $3,182-27.9% | $2,747-16.5% | $4,751-51.7% |
| Participant deferral / active EE | $6,277 | $4,682+34.1% | $3,880+61.8% | $6,710-6.5% |
| Admin fee / account holder | $515 | $4,244-87.9% | $3,068-83.2% | $11,403-95.5% |