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 | $25,282 | $89,355-71.7% | $141,162-82.1% | $72,985-65.4% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 25.91% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,638 | $3,114-15.3% | $4,735-44.3% | $2,440+8.1% |
| Participant deferral / active EE | $4,589 | $5,418-15.3% | $6,709-31.6% | $3,607+27.2% |
| Admin fee / account holder | $631 | $5,958-89.4% | $10,261-93.9% | $5,124-87.7% |