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 | $22,826 | $63,355-64.0% | $91,989-75.2% | $72,985-68.7% |
| Participation rate | 97.7% | 72.5%+25.2pp | 78.6%+19.0pp | 69.5%+28.2pp |
| Annual return | 26.68% | 35.35%-8.7pp | 69.02%-42.3pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,518 | $2,116+19.0% | $3,452-27.1% | $2,440+3.2% |
| Participant deferral / active EE | $6,033 | $4,883+23.5% | $5,923+1.9% | $3,607+67.2% |
| Admin fee / account holder | $2,241 | $4,668-52.0% | $7,743-71.1% | $5,124-56.3% |