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 | $15,116 | $90,503-83.3% | $78,689-80.8% | $273,961-94.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.28% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,427 | $3,176-23.6% | $2,851-14.9% | $4,869-50.2% |
| Participant deferral / active EE | $6,998 | $3,901+79.4% | $3,517+99.0% | $5,287+32.4% |
| Admin fee / account holder | $323 | $5,263-93.9% | $4,510-92.8% | $10,132-96.8% |