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 | $27,197 | $89,355-69.6% | $141,162-80.7% | $72,985-62.7% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 24.87% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $3,973 | $3,114+27.6% | $4,735-16.1% | $2,440+62.8% |
| Participant deferral / active EE | $8,733 | $5,418+61.2% | $6,709+30.2% | $3,607+142.1% |
| Admin fee / account holder | $305 | $5,958-94.9% | $10,261-97.0% | $5,124-94.0% |