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 | $26,892 | $54,762-50.9% | $90,281-70.2% | $72,985-63.2% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 22.98% | 30.63%-7.7pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,514 | $2,092-27.6% | $2,854-47.0% | $2,440-37.9% |
| Participant deferral / active EE | $4,449 | $2,887+54.1% | $3,885+14.5% | $3,607+23.3% |
| Admin fee / account holder | $3,169 | $3,972-20.2% | $5,351-40.8% | $5,124-38.2% |