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 | $23,691 | $84,233-71.9% | $170,442-86.1% | $70,131-66.2% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 12.67% | 23.06%-10.4pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $5,000 | $3,387+47.6% | $5,433-8.0% | $2,342+113.4% |
| Participant deferral / active EE | $4,256 | $3,086+37.9% | $4,939-13.8% | $3,332+27.7% |
| Admin fee / account holder | $1,638 | $5,698-71.3% | $13,880-88.2% | $4,645-64.7% |