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 | $21,611 | $90,745-76.2% | $130,231-83.4% | $75,163-71.2% |
| Participation rate | 77.6% | 71.1%+6.5pp | 76.3%+1.3pp | 67.2%+10.4pp |
| Annual return | 22.55% | 34.45%-11.9pp | 38.77%-16.2pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,465 | $3,314-55.8% | $4,126-64.5% | $2,670-45.1% |
| Participant deferral / active EE | $3,424 | $5,362-36.2% | $6,799-49.6% | $4,125-17.0% |
| Admin fee / account holder | $6,469 | $6,331+2.2% | $6,020+7.5% | $5,651+14.5% |