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 | $27,883 | $80,968-65.6% | $96,544-71.1% | $75,163-62.9% |
| Participation rate | 82.2% | 71.8%+10.5pp | 76.0%+6.3pp | 67.2%+15.0pp |
| Annual return | 18.43% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,071 | $2,282-53.0% | $2,965-63.9% | $2,670-59.9% |
| Participant deferral / active EE | $2,825 | $3,928-28.1% | $4,851-41.8% | $4,125-31.5% |
| Admin fee / account holder | $1,385 | $6,724-79.4% | $8,252-83.2% | $5,651-75.5% |