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 | $18,116 | $77,899-76.7% | $149,673-87.9% | $75,163-75.9% |
| Participation rate | 84.8% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.7pp |
| Annual return | 17.27% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,032 | $3,137-67.1% | $4,818-78.6% | $2,670-61.3% |
| Participant deferral / active EE | $3,083 | $3,411-9.6% | $5,680-45.7% | $4,125-25.3% |
| Admin fee / account holder | $2,542 | $5,956-57.3% | $13,210-80.8% | $5,651-55.0% |