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 | $27,586 | $84,233-67.2% | $170,442-83.8% | $70,131-60.7% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 13.42% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $847 | $3,387-75.0% | $5,433-84.4% | $2,342-63.8% |
| Participant deferral / active EE | $1,600 | $3,086-48.2% | $4,939-67.6% | $3,332-52.0% |
| Admin fee / account holder | $643 | $5,698-88.7% | $13,880-95.4% | $4,645-86.2% |