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 3-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 | $16,881 | $51,175-67.0% | $70,515-76.1% | $75,163-77.5% |
| Participation rate | 87.8% | 60.9%+26.8pp | 68.3%+19.4pp | 67.2%+20.6pp |
| Annual return | 15.72% | 30.02%-14.3pp | 32.77%-17.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,684 | $1,826+47.0% | $2,973-9.7% | $2,670+0.5% |
| Participant deferral / active EE | $2,224 | $2,849-21.9% | $4,567-51.3% | $4,125-46.1% |
| Admin fee / account holder | $2,841 | $4,091-30.5% | $6,412-55.7% | $5,651-49.7% |