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 6-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 | $15,747 | $77,899-79.8% | $149,673-89.5% | $75,163-79.1% |
| Participation rate | 79.2% | 65.6%+13.6pp | 78.8%+0.5pp | 67.2%+12.0pp |
| Annual return | 23.10% | 31.72%-8.6pp | 134.42%-111.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,507 | $3,137-52.0% | $4,818-68.7% | $2,670-43.5% |
| Participant deferral / active EE | $4,073 | $3,411+19.4% | $5,680-28.3% | $4,125-1.3% |
| Admin fee / account holder | $693 | $5,956-88.4% | $13,210-94.8% | $5,651-87.7% |