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 | $14,303 | $77,634-81.6% | $156,549-90.9% | $62,891-77.3% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 5.44% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,983 | $3,444-42.4% | $5,501-64.0% | $2,281-13.1% |
| Participant deferral / active EE | $1,225 | $3,045-59.8% | $4,871-74.9% | $3,203-61.8% |
| Admin fee / account holder | $1,102 | $5,561-80.2% | $13,027-91.5% | $4,296-74.3% |