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 | $28,915 | $89,753-67.8% | $107,525-73.1% | $84,808-65.9% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 16.75% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,541 | $3,113-18.4% | $3,754-32.3% | $2,631-3.4% |
| Participant deferral / active EE | $6,076 | $4,056+49.8% | $5,116+18.8% | $4,212+44.3% |
| Admin fee / account holder | $12,198 | $7,222+68.9% | $8,919+36.8% | $7,344+66.1% |