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 | $27,244 | $84,233-67.7% | $170,442-84.0% | $70,131-61.2% |
| Participation rate | 86.3% | 70.8%+15.4pp | 83.6%+2.7pp | 69.5%+16.7pp |
| Annual return | 17.84% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,019 | $3,387-40.4% | $5,433-62.8% | $2,342-13.8% |
| Participant deferral / active EE | $4,833 | $3,086+56.6% | $4,939-2.2% | $3,332+45.1% |
| Admin fee / account holder | $400 | $5,698-93.0% | $13,880-97.1% | $4,645-91.4% |