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 | $16,914 | $74,888-77.4% | $71,209-76.2% | $142,382-88.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 16.97% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,330 | $2,854-18.4% | $2,721-14.4% | $4,299-45.8% |
| Participant deferral / active EE | $1,577 | $4,454-64.6% | $4,175-62.2% | $6,507-75.8% |
| Admin fee / account holder | $1,271 | $5,568-77.2% | $5,349-76.2% | $12,624-89.9% |