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 | $15,669 | $54,705-71.4% | $71,209-78.0% | $84,808-81.5% |
| Participation rate | 84.9% | 64.1%+20.8pp | 73.8%+11.2pp | 68.3%+16.6pp |
| Annual return | 16.13% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,784 | $2,158-17.3% | $2,721-34.4% | $2,631-32.2% |
| Participant deferral / active EE | $3,678 | $3,030+21.4% | $4,175-11.9% | $4,212-12.7% |
| Admin fee / account holder | $3,596 | $4,863-26.1% | $5,349-32.8% | $7,344-51.0% |