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 | $15,113 | $80,717-81.3% | $154,803-90.2% | $84,808-82.2% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.9pp | 68.3%+15.6pp |
| Annual return | 16.29% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $455 | $2,761-83.5% | $4,305-89.4% | $2,631-82.7% |
| Participant deferral / active EE | $1,545 | $3,303-53.2% | $5,540-72.1% | $4,212-63.3% |
| Admin fee / account holder | $673 | $6,746-90.0% | $14,329-95.3% | $7,344-90.8% |