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 | $14,698 | $77,634-81.1% | $156,549-90.6% | $62,891-76.6% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 8.58% | 50.32%-41.7pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,137 | $3,444-67.0% | $5,501-79.3% | $2,281-50.2% |
| Participant deferral / active EE | $992 | $3,045-67.4% | $4,871-79.6% | $3,203-69.0% |
| Admin fee / account holder | $1,698 | $5,561-69.5% | $13,027-87.0% | $4,296-60.5% |