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 | $28,004 | $58,208-51.9% | $81,812-65.8% | $80,856-65.4% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 11.87% | 41.66%-29.8pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,157 | $2,340+34.9% | $2,912+8.4% | $2,755+14.6% |
| Participant deferral / active EE | $2,285 | $3,281-30.3% | $4,319-47.1% | $4,296-46.8% |
| Admin fee / account holder | $1,414 | $4,981-71.6% | $7,386-80.9% | $6,918-79.6% |