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 | $25,378 | $117,983-78.5% | $101,794-75.1% | $142,382-82.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.88% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,543 | $2,773-8.3% | $2,289+11.1% | $4,299-40.9% |
| Participant deferral / active EE | $2,979 | $4,714-36.8% | $4,084-27.1% | $6,507-54.2% |
| Admin fee / account holder | $2,200 | $10,433-78.9% | $8,777-74.9% | $12,624-82.6% |