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 | $15,693 | $49,177-68.1% | $79,464-80.3% | $64,186-75.6% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.6%+24.9pp |
| Annual return | 35.67% | -1.16%+36.8pp | 718.14%-682.5pp | 7.63%+28.0pp |
| Employer contribution / active EE | $1,097 | $2,076-47.2% | $2,800-60.8% | $2,381-53.9% |
| Participant deferral / active EE | $2,987 | $2,821+5.9% | $3,704-19.3% | $3,470-13.9% |
| Admin fee / account holder | $2,604 | $3,839-32.2% | $5,113-49.1% | $4,888-46.7% |