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 | $28,762 | $105,859-72.8% | $90,160-68.1% | $147,584-80.5% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 20.33% | 37.63%-17.3pp | 34.88%-14.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $693 | $4,126-83.2% | $3,318-79.1% | $4,876-85.8% |
| Participant deferral / active EE | $7,577 | $5,733+32.2% | $5,288+43.3% | $5,439+39.3% |
| Admin fee / account holder | $619 | $8,046-92.3% | $5,943-89.6% | $10,885-94.3% |