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 9-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 | $26,618 | $114,381-76.7% | $107,525-75.2% | $142,382-81.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 19.12% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,784 | $4,015-30.7% | $3,754-25.8% | $4,299-35.2% |
| Participant deferral / active EE | $3,117 | $5,564-44.0% | $5,116-39.1% | $6,507-52.1% |
| Admin fee / account holder | $3,039 | $9,860-69.2% | $8,919-65.9% | $12,624-75.9% |