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 | $29,143 | $51,175-43.1% | $70,515-58.7% | $75,163-61.2% |
| Participation rate | 88.6% | 60.9%+27.7pp | 68.3%+20.3pp | 67.2%+21.4pp |
| Annual return | 27.88% | 30.02%-2.1pp | 32.77%-4.9pp | 160.62%-132.7pp |
| Employer contribution / active EE | $2,277 | $1,826+24.7% | $2,973-23.4% | $2,670-14.7% |
| Participant deferral / active EE | $6,444 | $2,849+126.2% | $4,567+41.1% | $4,125+56.2% |
| Admin fee / account holder | $4,955 | $4,091+21.1% | $6,412-22.7% | $5,651-12.3% |