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 | $27,209 | $64,324-57.7% | $118,925-77.1% | $79,858-65.9% |
| Participation rate | 81.7% | 64.9%+16.8pp | 75.4%+6.3pp | 69.6%+12.0pp |
| Annual return | 28.58% | 86.45%-57.9pp | 35.88%-7.3pp | 31.71%-3.1pp |
| Employer contribution / active EE | $1,210 | $1,836-34.1% | $3,263-62.9% | $2,471-51.0% |
| Participant deferral / active EE | $3,019 | $2,824+6.9% | $4,265-29.2% | $3,740-19.3% |
| Admin fee / account holder | $1,163 | $4,040-71.2% | $6,581-82.3% | $5,306-78.1% |