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 | $15,568 | $84,233-81.5% | $170,442-90.9% | $70,131-77.8% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 12.23% | 23.06%-10.8pp | 205.93%-193.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,427 | $3,387-57.9% | $5,433-73.7% | $2,342-39.1% |
| Participant deferral / active EE | $2,488 | $3,086-19.4% | $4,939-49.6% | $3,332-25.3% |
| Admin fee / account holder | $336 | $5,698-94.1% | $13,880-97.6% | $4,645-92.8% |