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 | $24,901 | $100,901-75.3% | $75,670-67.1% | $147,584-83.1% |
| Participation rate | 81.0% | 77.1%+3.8pp | 72.3%+8.6pp | 82.8%-1.9pp |
| Annual return | 16.87% | 35.78%-18.9pp | 27.34%-10.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,056 | $3,253-67.5% | $2,352-55.1% | $4,876-78.3% |
| Participant deferral / active EE | $2,549 | $4,027-36.7% | $3,142-18.9% | $5,439-53.1% |
| Admin fee / account holder | $398 | $11,285-96.5% | $5,800-93.1% | $10,885-96.3% |