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 | $24,694 | $149,333-83.5% | $106,387-76.8% | $135,375-81.8% |
| Participation rate | 76.2% | 81.5%-5.3pp | 77.5%-1.3pp | 82.6%-6.5pp |
| Annual return | 15.46% | 0.52%+14.9pp | 0.25%+15.2pp | 519.73%-504.3pp |
| Employer contribution / active EE | $2,765 | $4,984-44.5% | $3,520-21.4% | $4,779-42.1% |
| Participant deferral / active EE | $5,260 | $7,230-27.2% | $5,421-3.0% | $5,609-6.2% |
| Admin fee / account holder | $1,737 | $15,952-89.1% | $7,510-76.9% | $10,827-84.0% |