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 | $30,030 | $105,181-71.4% | $159,436-81.2% | $85,850-65.0% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.8%-4.4pp | 69.3%+9.1pp |
| Annual return | 18.30% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,469 | $3,318-25.6% | $4,829-48.9% | $2,565-3.8% |
| Participant deferral / active EE | $6,276 | $5,945+5.6% | $7,352-14.6% | $3,952+58.8% |
| Admin fee / account holder | $5,106 | $6,933-26.4% | $10,799-52.7% | $6,260-18.4% |