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 | $24,405 | $58,512-58.3% | $84,015-71.0% | $72,985-66.6% |
| Participation rate | 90.7% | 61.2%+29.5pp | 69.0%+21.7pp | 69.5%+21.2pp |
| Annual return | 25.11% | 28.93%-3.8pp | 71.31%-46.2pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,300 | $1,163+11.8% | $1,983-34.5% | $2,440-46.7% |
| Participant deferral / active EE | $5,135 | $2,394+114.5% | $3,239+58.6% | $3,607+42.4% |
| Admin fee / account holder | $1,103 | $4,569-75.9% | $6,101-81.9% | $5,124-78.5% |