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 | $27,046 | $58,208-53.5% | $81,812-66.9% | $80,856-66.6% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 17.28% | 41.66%-24.4pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,644 | $2,340-29.7% | $2,912-43.5% | $2,755-40.3% |
| Participant deferral / active EE | $2,303 | $3,281-29.8% | $4,319-46.7% | $4,296-46.4% |
| Admin fee / account holder | $603 | $4,981-87.9% | $7,386-91.8% | $6,918-91.3% |