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 | $18,909 | $95,193-80.1% | $76,523-75.3% | $135,375-86.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 7.02% | 4.85%+2.2pp | -0.27%+7.3pp | 519.73%-512.7pp |
| Employer contribution / active EE | $374 | $3,302-88.7% | $2,647-85.9% | $4,779-92.2% |
| Participant deferral / active EE | $7,217 | $4,639+55.6% | $3,835+88.2% | $5,609+28.7% |
| Admin fee / account holder | $1,681 | $6,249-73.1% | $4,848-65.3% | $10,827-84.5% |