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 | $12,618 | $81,248-84.5% | $155,509-91.9% | $80,856-84.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $692 | $3,100-77.7% | $4,672-85.2% | $2,755-74.9% |
| Participant deferral / active EE | $1,115 | $3,452-67.7% | $5,626-80.2% | $4,296-74.0% |
| Admin fee / account holder | $4,083 | $7,997-48.9% | $15,912-74.3% | $6,918-41.0% |