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 7-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 | $23,538 | $84,696-72.2% | $75,696-68.9% | $167,490-85.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 14.72% | 199.36%-184.6pp | 104.53%-89.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,576 | $3,230-20.2% | $2,743-6.1% | $4,837-46.7% |
| Participant deferral / active EE | $8,497 | $4,580+85.5% | $3,821+122.3% | $6,341+34.0% |
| Admin fee / account holder | $5,874 | $5,355+9.7% | $3,619+62.3% | $12,309-52.3% |