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 | $15,191 | $46,553-67.4% | $64,056-76.3% | $75,163-79.8% |
| Participation rate | 70.6% | 65.9%+4.6pp | 72.3%-1.7pp | 67.2%+3.4pp |
| Annual return | 17.33% | 26.03%-8.7pp | 33.69%-16.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,446 | $1,974-26.8% | $2,747-47.4% | $2,670-45.9% |
| Participant deferral / active EE | $2,908 | $2,837+2.5% | $3,880-25.1% | $4,125-29.5% |
| Admin fee / account holder | $2,611 | $2,952-11.5% | $3,068-14.9% | $5,651-53.8% |