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 | $18,184 | $108,172-83.2% | $77,482-76.5% | $158,922-88.6% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 19.63% | 31.67%-12.0pp | 54.79%-35.2pp | 302.83%-283.2pp |
| Employer contribution / active EE | $569 | $1,325-57.1% | $986-42.4% | $4,761-88.1% |
| Participant deferral / active EE | $1,693 | $2,456-31.1% | $1,861-9.0% | $5,982-71.7% |
| Admin fee / account holder | $498 | $3,708-86.6% | $2,858-82.6% | $11,246-95.6% |