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 | $27,444 | $112,881-75.7% | $90,951-69.8% | $158,922-82.7% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 21.96% | 215.79%-193.8pp | 134.60%-112.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $7,845 | $2,893+171.2% | $2,122+269.7% | $4,761+64.8% |
| Participant deferral / active EE | $5,513 | $4,128+33.6% | $3,373+63.5% | $5,982-7.8% |
| Admin fee / account holder | $1,491 | $8,041-81.5% | $5,959-75.0% | $11,246-86.7% |