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 | $10,857 | $37,426-71.0% | $77,482-86.0% | $79,858-86.4% |
| Participation rate | 85.0% | 41.5%+43.5pp | 54.2%+30.8pp | 69.6%+15.4pp |
| Annual return | 11.65% | 39.70%-28.1pp | 54.79%-43.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $802 | $637+26.0% | $986-18.7% | $2,471-67.5% |
| Participant deferral / active EE | $484 | $1,260-61.6% | $1,861-74.0% | $3,740-87.1% |
| Admin fee / account holder | $483 | $2,504-80.7% | $2,858-83.1% | $5,306-90.9% |