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 6-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 | $27,137 | $77,899-65.2% | $149,673-81.9% | $75,163-63.9% |
| Participation rate | 92.8% | 65.6%+27.2pp | 78.8%+14.0pp | 67.2%+25.6pp |
| Annual return | 32.46% | 31.72%+0.7pp | 134.42%-102.0pp | 160.62%-128.2pp |
| Employer contribution / active EE | $1,407 | $3,137-55.2% | $4,818-70.8% | $2,670-47.3% |
| Participant deferral / active EE | $10,441 | $3,411+206.1% | $5,680+83.8% | $4,125+153.1% |
| Admin fee / account holder | $4,910 | $5,956-17.6% | $13,210-62.8% | $5,651-13.1% |