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 | $29,797 | $105,181-71.7% | $159,436-81.3% | $85,850-65.3% |
| Participation rate | 78.4% | 75.8%+2.7pp | 82.8%-4.4pp | 69.3%+9.1pp |
| Annual return | 15.59% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $963 | $3,318-71.0% | $4,829-80.1% | $2,565-62.4% |
| Participant deferral / active EE | $2,918 | $5,945-50.9% | $7,352-60.3% | $3,952-26.2% |
| Admin fee / account holder | $2,504 | $6,933-63.9% | $10,799-76.8% | $6,260-60.0% |