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 | $29,999 | $53,822-44.3% | $75,696-60.4% | $85,850-65.1% |
| Participation rate | 77.8% | 69.1%+8.7pp | 74.8%+2.9pp | 69.3%+8.5pp |
| Annual return | 18.12% | 24.54%-6.4pp | 104.53%-86.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $993 | $2,017-50.8% | $2,743-63.8% | $2,565-61.3% |
| Participant deferral / active EE | $2,487 | $2,895-14.1% | $3,821-34.9% | $3,952-37.1% |
| Admin fee / account holder | $2,000 | $3,343-40.2% | $3,619-44.7% | $6,260-68.1% |