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 | $14,656 | $81,248-82.0% | $155,509-90.6% | $80,856-81.9% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 20.26% | 33.31%-13.0pp | 64.67%-44.4pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,501 | $3,100-19.3% | $4,672-46.5% | $2,755-9.2% |
| Participant deferral / active EE | $3,087 | $3,452-10.6% | $5,626-45.1% | $4,296-28.1% |
| Admin fee / account holder | $3,682 | $7,997-54.0% | $15,912-76.9% | $6,918-46.8% |