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 | $22,246 | $99,341-77.6% | $84,750-73.8% | $273,961-91.9% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 17.47% | 22.93%-5.5pp | 22.78%-5.3pp | 41.45%-24.0pp |
| Employer contribution / active EE | $8,613 | $4,214+104.4% | $3,574+141.0% | $4,869+76.9% |
| Participant deferral / active EE | $5,918 | $4,269+38.6% | $3,712+59.4% | $5,287+11.9% |
| Admin fee / account holder | $2,046 | $6,644-69.2% | $5,332-61.6% | $10,132-79.8% |