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 | $32,612 | $157,256-79.3% | $141,162-76.9% | $152,861-78.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.78% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $8,887 | $5,261+68.9% | $4,735+87.7% | $4,762+86.6% |
| Participant deferral / active EE | $4,774 | $7,109-32.8% | $6,709-28.8% | $5,850-18.4% |
| Admin fee / account holder | $678 | $12,120-94.4% | $10,261-93.4% | $11,596-94.1% |