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 6-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 | $15,874 | $49,915-68.2% | $154,803-89.7% | $74,304-78.6% |
| Participation rate | 87.7% | 54.0%+33.8pp | 78.1%+9.6pp | 60.3%+27.4pp |
| Annual return | 14.89% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,628 | $1,611+1.0% | $4,305-62.2% | $2,241-27.4% |
| Participant deferral / active EE | $1,774 | $2,255-21.3% | $5,540-68.0% | $3,767-52.9% |
| Admin fee / account holder | $1,459 | $2,189-33.4% | $14,329-89.8% | $2,969-50.9% |