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 | $24,955 | $99,877-75.0% | $84,966-70.6% | $145,922-82.9% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 12.52% | 83.76%-71.2pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,172 | $3,231-63.7% | $2,727-57.0% | $4,660-74.9% |
| Participant deferral / active EE | $2,411 | $5,291-54.4% | $4,519-46.7% | $6,688-64.0% |
| Admin fee / account holder | $3,218 | $7,248-55.6% | $6,149-47.7% | $13,397-76.0% |