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 | $26,314 | $90,600-71.0% | $79,464-66.9% | $135,375-80.6% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | 9.02% | 977.43%-968.4pp | 718.14%-709.1pp | 519.73%-510.7pp |
| Employer contribution / active EE | $2,149 | $3,068-30.0% | $2,800-23.3% | $4,779-55.0% |
| Participant deferral / active EE | $4,202 | $4,050+3.7% | $3,704+13.4% | $5,609-25.1% |
| Admin fee / account holder | $4,292 | $5,907-27.3% | $5,113-16.1% | $10,827-60.4% |