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 | $12,708 | $39,122-67.5% | $57,179-77.8% | $62,891-79.8% |
| Participation rate | 78.7% | 70.5%+8.1pp | 75.3%+3.3pp | 69.3%+9.3pp |
| Annual return | 4.73% | 9.23%-4.5pp | 14.59%-9.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $713 | $1,874-61.9% | $2,682-73.4% | $2,281-68.7% |
| Participant deferral / active EE | $1,495 | $2,374-37.0% | $3,096-51.7% | $3,203-53.3% |
| Admin fee / account holder | $950 | $2,592-63.4% | $3,139-69.7% | $4,296-77.9% |