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 | $15,296 | $76,000-79.9% | $154,107-90.1% | $64,186-76.2% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.3pp | 69.6%+14.8pp |
| Annual return | 7.52% | 30.32%-22.8pp | 735.12%-727.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $948 | $3,351-71.7% | $5,298-82.1% | $2,381-60.2% |
| Participant deferral / active EE | $1,400 | $3,175-55.9% | $5,081-72.4% | $3,470-59.6% |
| Admin fee / account holder | $2,197 | $5,596-60.7% | $13,411-83.6% | $4,888-55.0% |