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 | $15,186 | $77,899-80.5% | $149,673-89.9% | $75,163-79.8% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 16.49% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,549 | $3,137-50.6% | $4,818-67.8% | $2,670-42.0% |
| Participant deferral / active EE | $3,077 | $3,411-9.8% | $5,680-45.8% | $4,125-25.4% |
| Admin fee / account holder | $763 | $5,956-87.2% | $13,210-94.2% | $5,651-86.5% |