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 | $18,470 | $91,190-79.7% | $178,490-89.7% | $79,858-76.9% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 11.61% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,222 | $3,256-62.5% | $5,011-75.6% | $2,471-50.5% |
| Participant deferral / active EE | $1,389 | $3,236-57.1% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $1,246 | $6,751-81.5% | $13,984-91.1% | $5,306-76.5% |