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 | $13,409 | $34,308-60.9% | $74,701-82.0% | $72,985-81.6% |
| Participation rate | 96.7% | 42.4%+54.3pp | 54.5%+42.2pp | 69.5%+27.2pp |
| Annual return | 29.07% | 26.58%+2.5pp | 752.92%-723.9pp | 81.00%-51.9pp |
| Employer contribution / active EE | $2,515 | $692+263.6% | $1,084+132.1% | $2,440+3.1% |
| Participant deferral / active EE | $4,357 | $1,271+242.7% | $1,964+121.9% | $3,607+20.8% |
| Admin fee / account holder | $1,405 | $2,124-33.8% | $3,333-57.8% | $5,124-72.6% |