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 5-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 | $15,885 | $57,541-72.4% | $95,745-83.4% | $75,163-78.9% |
| Participation rate | 93.1% | 62.5%+30.6pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 15.35% | 34.93%-19.6pp | 28.35%-13.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,568 | $1,808-13.3% | $2,835-44.7% | $2,670-41.3% |
| Participant deferral / active EE | $2,428 | $3,074-21.0% | $4,245-42.8% | $4,125-41.1% |
| Admin fee / account holder | $1,336 | $4,099-67.4% | $5,678-76.5% | $5,651-76.4% |