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 | $28,683 | $111,754-74.3% | $103,333-72.2% | $145,922-80.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.74% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,617 | $4,212-61.6% | $3,868-58.2% | $4,660-65.3% |
| Participant deferral / active EE | $2,201 | $5,619-60.8% | $5,057-56.5% | $6,688-67.1% |
| Admin fee / account holder | $14,806 | $9,750+51.8% | $8,355+77.2% | $13,397+10.5% |