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 | $12,239 | $58,208-79.0% | $81,812-85.0% | $80,856-84.9% |
| Participation rate | 78.0% | 63.4%+14.6pp | 72.3%+5.7pp | 67.6%+10.4pp |
| Annual return | 11.38% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,830 | $2,340-21.8% | $2,912-37.2% | $2,755-33.6% |
| Participant deferral / active EE | $2,497 | $3,281-23.9% | $4,319-42.2% | $4,296-41.9% |
| Admin fee / account holder | $951 | $4,981-80.9% | $7,386-87.1% | $6,918-86.2% |