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 | $14,533 | $58,208-75.0% | $81,812-82.2% | $80,856-82.0% |
| Participation rate | 95.8% | 63.4%+32.4pp | 72.3%+23.5pp | 67.6%+28.2pp |
| Annual return | 14.10% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,465 | $2,340-37.4% | $2,912-49.7% | $2,755-46.8% |
| Participant deferral / active EE | $3,319 | $3,281+1.2% | $4,319-23.1% | $4,296-22.7% |
| Admin fee / account holder | $322 | $4,981-93.5% | $7,386-95.6% | $6,918-95.3% |