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 | $24,221 | $53,127-54.4% | $86,590-72.0% | $70,131-65.5% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 12.88% | 27.66%-14.8pp | 964.84%-952.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,129 | $2,068+2.9% | $2,839-25.0% | $2,342-9.1% |
| Participant deferral / active EE | $1,081 | $2,696-59.9% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $870 | $3,585-75.7% | $4,906-82.3% | $4,645-81.3% |