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 | $16,544 | $77,634-78.7% | $156,549-89.4% | $62,891-73.7% |
| Participation rate | 91.7% | 71.2%+20.5pp | 84.0%+7.7pp | 69.3%+22.4pp |
| Annual return | 6.48% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $1,787 | $3,045-41.3% | $4,871-63.3% | $3,203-44.2% |
| Admin fee / account holder | $741 | $5,561-86.7% | $13,027-94.3% | $4,296-82.8% |