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 | $15,893 | $202,432-92.1% | $169,368-90.6% | $139,434-88.6% |
| Participation rate | 95.7% | 81.1%+14.6pp | 77.1%+18.5pp | 80.3%+15.3pp |
| Annual return | 9.07% | 531.74%-522.7pp | 405.60%-396.5pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,774 | $4,692-62.2% | $4,013-55.8% | $4,751-62.7% |
| Participant deferral / active EE | $1,245 | $6,938-82.1% | $6,221-80.0% | $6,710-81.5% |
| Admin fee / account holder | $8,857 | $10,708-17.3% | $9,003-1.6% | $11,403-22.3% |