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 6-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 | $14,513 | $111,754-87.0% | $103,333-86.0% | $145,922-90.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.47% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,094 | $4,212-50.3% | $3,868-45.9% | $4,660-55.1% |
| Participant deferral / active EE | $4,179 | $5,619-25.6% | $5,057-17.4% | $6,688-37.5% |
| Admin fee / account holder | $1,625 | $9,750-83.3% | $8,355-80.5% | $13,397-87.9% |