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 | $24,655 | $46,869-47.4% | $122,332-79.8% | $70,131-64.8% |
| Participation rate | 93.1% | 58.2%+34.9pp | 71.6%+21.5pp | 69.5%+23.6pp |
| Annual return | 20.33% | 24.22%-3.9pp | 30.27%-9.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,178 | $1,288+69.1% | $4,050-46.2% | $2,342-7.0% |
| Participant deferral / active EE | $3,595 | $2,166+66.0% | $3,287+9.4% | $3,332+7.9% |
| Admin fee / account holder | $979 | $3,322-70.5% | $5,478-82.1% | $4,645-78.9% |