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 7-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 | $29,792 | $111,754-73.3% | $103,333-71.2% | $145,922-79.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 18.90% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,597 | $4,212-38.4% | $3,868-32.9% | $4,660-44.3% |
| Participant deferral / active EE | $5,101 | $5,619-9.2% | $5,057+0.9% | $6,688-23.7% |
| Admin fee / account holder | $5,394 | $9,750-44.7% | $8,355-35.4% | $13,397-59.7% |