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 7-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 | $12,258 | $80,717-84.8% | $154,803-92.1% | $84,808-85.5% |
| Participation rate | 95.7% | 66.8%+28.8pp | 78.1%+17.6pp | 68.3%+27.3pp |
| Annual return | 19.24% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,957 | $2,761-29.1% | $4,305-54.5% | $2,631-25.6% |
| Participant deferral / active EE | $2,290 | $3,303-30.7% | $5,540-58.7% | $4,212-45.6% |
| Admin fee / account holder | $1,509 | $6,746-77.6% | $14,329-89.5% | $7,344-79.4% |