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 | $17,831 | $76,000-76.5% | $154,107-88.4% | $64,186-72.2% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | 1.50% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,069 | $3,351-68.1% | $5,298-79.8% | $2,381-55.1% |
| Participant deferral / active EE | $2,333 | $3,175-26.5% | $5,081-54.1% | $3,470-32.7% |
| Admin fee / account holder | $308 | $5,596-94.5% | $13,411-97.7% | $4,888-93.7% |