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 | $15,651 | $115,882-86.5% | $100,516-84.4% | $158,922-90.2% |
| Participation rate | 84.2% | 81.6%+2.6pp | 79.4%+4.8pp | 82.0%+2.3pp |
| Annual return | 16.52% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,368 | $4,103-66.6% | $3,418-60.0% | $4,761-71.3% |
| Participant deferral / active EE | $2,226 | $6,674-66.7% | $6,270-64.5% | $5,982-62.8% |
| Admin fee / account holder | $2,347 | $10,995-78.7% | $8,081-71.0% | $11,246-79.1% |