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 | $19,131 | $54,705-65.0% | $71,209-73.1% | $84,808-77.4% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 13.89% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $861 | $2,158-60.1% | $2,721-68.3% | $2,631-67.3% |
| Participant deferral / active EE | $1,918 | $3,030-36.7% | $4,175-54.1% | $4,212-54.5% |
| Admin fee / account holder | $468 | $4,863-90.4% | $5,349-91.3% | $7,344-93.6% |