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 | $11,164 | $80,717-86.2% | $154,803-92.8% | $84,808-86.8% |
| Participation rate | 72.1% | 66.8%+5.3pp | 78.1%-6.0pp | 68.3%+3.8pp |
| Annual return | 13.77% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $982 | $2,761-64.4% | $4,305-77.2% | $2,631-62.7% |
| Participant deferral / active EE | $903 | $3,303-72.7% | $5,540-83.7% | $4,212-78.6% |
| Admin fee / account holder | $1,575 | $6,746-76.7% | $14,329-89.0% | $7,344-78.6% |