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 | $8,960 | $80,717-88.9% | $154,803-94.2% | $84,808-89.4% |
| Participation rate | 82.4% | 66.8%+15.5pp | 78.1%+4.3pp | 68.3%+14.0pp |
| Annual return | 13.84% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,418 | $2,761-48.7% | $4,305-67.1% | $2,631-46.1% |
| Participant deferral / active EE | $2,175 | $3,303-34.2% | $5,540-60.7% | $4,212-48.4% |
| Admin fee / account holder | $1,206 | $6,746-82.1% | $14,329-91.6% | $7,344-83.6% |