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 | $15,400 | $81,248-81.0% | $155,509-90.1% | $80,856-81.0% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 11.35% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,165 | $3,100-62.4% | $4,672-75.1% | $2,755-57.7% |
| Participant deferral / active EE | $1,541 | $3,452-55.4% | $5,626-72.6% | $4,296-64.1% |
| Admin fee / account holder | $2,101 | $7,997-73.7% | $15,912-86.8% | $6,918-69.6% |