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 | $24,506 | $84,233-70.9% | $170,442-85.6% | $70,131-65.1% |
| Participation rate | 70.3% | 70.8%-0.6pp | 83.6%-13.3pp | 69.5%+0.7pp |
| Annual return | 16.74% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $570 | $3,387-83.2% | $5,433-89.5% | $2,342-75.7% |
| Participant deferral / active EE | $1,328 | $3,086-57.0% | $4,939-73.1% | $3,332-60.2% |
| Admin fee / account holder | $2,152 | $5,698-62.2% | $13,880-84.5% | $4,645-53.7% |