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 | $29,934 | $58,828-49.1% | $77,999-61.6% | $62,891-52.4% |
| Participation rate | 90.6% | 71.1%+19.6pp | 75.5%+15.1pp | 69.3%+21.3pp |
| Annual return | 8.02% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,089 | $1,672-34.8% | $2,470-55.9% | $2,281-52.2% |
| Participant deferral / active EE | $1,983 | $2,686-26.1% | $3,497-43.3% | $3,203-38.1% |
| Admin fee / account holder | $12,643 | $4,393+187.8% | $5,480+130.7% | $4,296+194.3% |