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 | $28,251 | $65,365-56.8% | $92,893-69.6% | $72,985-61.3% |
| Participation rate | 88.7% | 68.3%+20.4pp | 76.0%+12.7pp | 69.5%+19.2pp |
| Annual return | 24.42% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,586 | $2,594-0.3% | $3,653-29.2% | $2,440+6.0% |
| Participant deferral / active EE | $5,004 | $3,128+60.0% | $4,236+18.1% | $3,607+38.7% |
| Admin fee / account holder | $730 | $4,251-82.8% | $5,794-87.4% | $5,124-85.8% |