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 3-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 | $28,125 | $77,314-63.6% | $177,989-84.2% | $80,856-65.2% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.6%+17.5pp |
| Annual return | 15.80% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,726 | $2,292-24.7% | $3,949-56.3% | $2,755-37.3% |
| Participant deferral / active EE | $5,045 | $4,411+14.4% | $6,276-19.6% | $4,296+17.4% |
| Admin fee / account holder | $12,076 | $7,191+67.9% | $10,363+16.5% | $6,918+74.6% |