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 | $27,410 | $114,381-76.0% | $107,525-74.5% | $142,382-80.7% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 12.98% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,904 | $4,015-27.7% | $3,754-22.6% | $4,299-32.4% |
| Participant deferral / active EE | $5,309 | $5,564-4.6% | $5,116+3.8% | $6,507-18.4% |
| Admin fee / account holder | $1,647 | $9,860-83.3% | $8,919-81.5% | $12,624-87.0% |