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 | $26,902 | $77,899-65.5% | $149,673-82.0% | $75,163-64.2% |
| Participation rate | 89.1% | 65.6%+23.5pp | 78.8%+10.3pp | 67.2%+21.9pp |
| Annual return | 21.09% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,212 | $3,137-29.5% | $4,818-54.1% | $2,670-17.1% |
| Participant deferral / active EE | $5,695 | $3,411+67.0% | $5,680+0.3% | $4,125+38.1% |
| Admin fee / account holder | $1,050 | $5,956-82.4% | $13,210-92.1% | $5,651-81.4% |