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 | $29,229 | $100,773-71.0% | $88,946-67.1% | $142,382-79.5% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 15.08% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,549 | $2,918-12.6% | $2,555-0.2% | $4,299-40.7% |
| Participant deferral / active EE | $4,291 | $5,230-18.0% | $4,581-6.3% | $6,507-34.1% |
| Admin fee / account holder | $12,883 | $9,693+32.9% | $8,261+56.0% | $12,624+2.1% |