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 | $26,246 | $89,355-70.6% | $141,162-81.4% | $72,985-64.0% |
| Participation rate | 73.9% | 75.1%-1.2pp | 82.5%-8.6pp | 69.5%+4.4pp |
| Annual return | 19.52% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,451 | $3,114-21.3% | $4,735-48.2% | $2,440+0.5% |
| Participant deferral / active EE | $5,409 | $5,418-0.2% | $6,709-19.4% | $3,607+49.9% |
| Admin fee / account holder | $11,194 | $5,958+87.9% | $10,261+9.1% | $5,124+118.4% |