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 | $13,671 | $90,503-84.9% | $78,689-82.6% | $273,961-95.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.75% | 75.60%-64.9pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,531 | $3,176-51.8% | $2,851-46.3% | $4,869-68.5% |
| Participant deferral / active EE | $2,702 | $3,901-30.7% | $3,517-23.2% | $5,287-48.9% |
| Admin fee / account holder | $1,478 | $5,263-71.9% | $4,510-67.2% | $10,132-85.4% |