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 | $29,949 | $87,013-65.6% | $106,213-71.8% | $80,856-63.0% |
| Participation rate | 90.3% | 70.4%+19.8pp | 75.3%+15.0pp | 67.6%+22.6pp |
| Annual return | 13.86% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $669 | $2,395-72.1% | $3,171-78.9% | $2,755-75.7% |
| Participant deferral / active EE | $3,314 | $3,986-16.9% | $5,016-33.9% | $4,296-22.9% |
| Admin fee / account holder | $1,617 | $8,431-80.8% | $11,033-85.3% | $6,918-76.6% |