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 | $10,973 | $48,795-77.5% | $65,493-83.2% | $84,808-87.1% |
| Participation rate | 80.9% | 67.0%+13.9pp | 73.1%+7.8pp | 68.3%+12.5pp |
| Annual return | 15.35% | 20.20%-4.8pp | 982.45%-967.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,068 | $1,930-44.6% | $2,574-58.5% | $2,631-59.4% |
| Participant deferral / active EE | $1,546 | $2,928-47.2% | $3,961-61.0% | $4,212-63.3% |
| Admin fee / account holder | $810 | $3,877-79.1% | $5,028-83.9% | $7,344-89.0% |