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 | $15,547 | $81,248-80.9% | $155,509-90.0% | $80,856-80.8% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.6%+10.7pp |
| Annual return | 13.78% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,357 | $3,100-56.2% | $4,672-71.0% | $2,755-50.7% |
| Participant deferral / active EE | $2,919 | $3,452-15.4% | $5,626-48.1% | $4,296-32.0% |
| Admin fee / account holder | $5,731 | $7,997-28.3% | $15,912-64.0% | $6,918-17.2% |