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 3-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 | $11,397 | $51,576-77.9% | $129,207-91.2% | $80,856-85.9% |
| Participation rate | 75.4% | 57.0%+18.4pp | 69.6%+5.7pp | 67.6%+7.7pp |
| Annual return | 14.74% | 20.81%-6.1pp | 9417.33%-9402.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,259 | $1,584-20.5% | $4,153-69.7% | $2,755-54.3% |
| Participant deferral / active EE | $1,670 | $2,669-37.4% | $4,168-59.9% | $4,296-61.1% |
| Admin fee / account holder | $1,046 | $4,305-75.7% | $7,715-86.4% | $6,918-84.9% |