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 | $17,010 | $77,899-78.2% | $149,673-88.6% | $75,163-77.4% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 13.59% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,165 | $3,137-62.9% | $4,818-75.8% | $2,670-56.4% |
| Participant deferral / active EE | $2,193 | $3,411-35.7% | $5,680-61.4% | $4,125-46.8% |
| Admin fee / account holder | $3,331 | $5,956-44.1% | $13,210-74.8% | $5,651-41.1% |