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 | $28,421 | $93,571-69.6% | $135,903-79.1% | $75,163-62.2% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 24.12% | 30.90%-6.8pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $2,822 | $3,537-20.2% | $4,856-41.9% | $2,670+5.7% |
| Participant deferral / active EE | $5,691 | $6,404-11.1% | $7,758-26.6% | $4,125+38.0% |
| Admin fee / account holder | $1,718 | $6,975-75.4% | $10,762-84.0% | $5,651-69.6% |