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 | $25,967 | $98,750-73.7% | $149,696-82.7% | $79,858-67.5% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 18.81% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $4,243 | $3,216+31.9% | $4,644-8.6% | $2,471+71.7% |
| Participant deferral / active EE | $5,812 | $5,680+2.3% | $6,842-15.1% | $3,740+55.4% |
| Admin fee / account holder | $1,552 | $6,053-74.4% | $9,309-83.3% | $5,306-70.7% |