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 | $20,818 | $76,000-72.6% | $154,107-86.5% | $64,186-67.6% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | 7.50% | 30.32%-22.8pp | 735.12%-727.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,576 | $3,351-53.0% | $5,298-70.3% | $2,381-33.8% |
| Participant deferral / active EE | $1,272 | $3,175-60.0% | $5,081-75.0% | $3,470-63.4% |
| Admin fee / account holder | $514 | $5,596-90.8% | $13,411-96.2% | $4,888-89.5% |