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 | $17,252 | $53,822-67.9% | $75,696-77.2% | $85,850-79.9% |
| Participation rate | 75.0% | 69.1%+5.9pp | 74.8%+0.2pp | 69.3%+5.7pp |
| Annual return | 14.67% | 24.54%-9.9pp | 104.53%-89.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,504 | $2,017-25.4% | $2,743-45.2% | $2,565-41.4% |
| Participant deferral / active EE | $2,803 | $2,895-3.2% | $3,821-26.7% | $3,952-29.1% |
| Admin fee / account holder | $1,639 | $3,343-51.0% | $3,619-54.7% | $6,260-73.8% |