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 | $27,313 | $51,175-46.6% | $70,515-61.3% | $75,163-63.7% |
| Participation rate | 91.0% | 60.9%+30.1pp | 68.3%+22.7pp | 67.2%+23.8pp |
| Annual return | 34.33% | 30.02%+4.3pp | 32.77%+1.6pp | 160.62%-126.3pp |
| Employer contribution / active EE | $2,173 | $1,826+19.0% | $2,973-26.9% | $2,670-18.6% |
| Participant deferral / active EE | $3,084 | $2,849+8.2% | $4,567-32.5% | $4,125-25.2% |
| Admin fee / account holder | $1,259 | $4,091-69.2% | $6,412-80.4% | $5,651-77.7% |