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 | $26,884 | $108,172-75.1% | $77,482-65.3% | $158,922-83.1% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 25.94% | 31.67%-5.7pp | 54.79%-28.8pp | 302.83%-276.9pp |
| Employer contribution / active EE | $523 | $1,325-60.5% | $986-47.0% | $4,761-89.0% |
| Participant deferral / active EE | $1,414 | $2,456-42.4% | $1,861-24.0% | $5,982-76.4% |
| Admin fee / account holder | $1,578 | $3,708-57.4% | $2,858-44.8% | $11,246-86.0% |