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 | $26,169 | $89,753-70.8% | $107,525-75.7% | $84,808-69.1% |
| Participation rate | 75.5% | 68.1%+7.4pp | 75.1%+0.4pp | 68.3%+7.2pp |
| Annual return | 17.75% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,179 | $3,113-62.1% | $3,754-68.6% | $2,631-55.2% |
| Participant deferral / active EE | $1,881 | $4,056-53.6% | $5,116-63.2% | $4,212-55.3% |
| Admin fee / account holder | $524 | $7,222-92.8% | $8,919-94.1% | $7,344-92.9% |