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 | $24,374 | $46,553-47.6% | $64,056-61.9% | $75,163-67.6% |
| Participation rate | 95.1% | 65.9%+29.1pp | 72.3%+22.8pp | 67.2%+27.9pp |
| Annual return | 15.76% | 26.03%-10.3pp | 33.69%-17.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,202 | $1,974-39.1% | $2,747-56.2% | $2,670-55.0% |
| Participant deferral / active EE | $1,794 | $2,837-36.8% | $3,880-53.8% | $4,125-56.5% |
| Admin fee / account holder | $1,830 | $2,952-38.0% | $3,068-40.4% | $5,651-67.6% |