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 | $24,068 | $85,766-71.9% | $136,294-82.3% | $70,131-65.7% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 14.57% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,875 | $2,966-36.8% | $4,695-60.1% | $2,342-19.9% |
| Participant deferral / active EE | $2,805 | $5,051-44.5% | $6,247-55.1% | $3,332-15.8% |
| Admin fee / account holder | $1,962 | $5,420-63.8% | $9,243-78.8% | $4,645-57.8% |