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 | $18,020 | $56,054-67.9% | $171,082-89.5% | $62,891-71.3% |
| Participation rate | 87.5% | 62.9%+24.6pp | 76.7%+10.8pp | 69.3%+18.2pp |
| Annual return | 8.16% | 22.52%-14.4pp | 32.56%-24.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,800 | $1,731+177.3% | $4,002+20.0% | $2,281+110.5% |
| Participant deferral / active EE | $1,435 | $3,158-54.6% | $4,797-70.1% | $3,203-55.2% |
| Admin fee / account holder | $399 | $3,647-89.1% | $8,520-95.3% | $4,296-90.7% |