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 | $27,358 | $89,355-69.4% | $141,162-80.6% | $72,985-62.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 27.59% | 111.85%-84.3pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $2,149 | $3,114-31.0% | $4,735-54.6% | $2,440-11.9% |
| Participant deferral / active EE | $4,117 | $5,418-24.0% | $6,709-38.6% | $3,607+14.1% |
| Admin fee / account holder | $2,306 | $5,958-61.3% | $10,261-77.5% | $5,124-55.0% |