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 9-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 | $24,542 | $93,571-73.8% | $135,903-81.9% | $75,163-67.3% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 18.53% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,496 | $3,537-29.4% | $4,856-48.6% | $2,670-6.5% |
| Participant deferral / active EE | $3,726 | $6,404-41.8% | $7,758-52.0% | $4,125-9.7% |
| Admin fee / account holder | $2,402 | $6,975-65.6% | $10,762-77.7% | $5,651-57.5% |