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 | $15,448 | $77,899-80.2% | $149,673-89.7% | $75,163-79.4% |
| Participation rate | 77.5% | 65.6%+11.9pp | 78.8%-1.3pp | 67.2%+10.3pp |
| Annual return | 13.48% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,319 | $3,137-26.1% | $4,818-51.9% | $2,670-13.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $669 | $5,956-88.8% | $13,210-94.9% | $5,651-88.2% |