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 | $25,780 | $95,416-73.0% | $185,823-86.1% | $85,850-70.0% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 12.94% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,636 | $3,314-20.5% | $5,167-49.0% | $2,565+2.7% |
| Participant deferral / active EE | $1,972 | $3,423-42.4% | $5,568-64.6% | $3,952-50.1% |
| Admin fee / account holder | $1,016 | $7,213-85.9% | $16,237-93.7% | $6,260-83.8% |