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 | $26,395 | $65,395-59.6% | $182,532-85.5% | $72,985-63.8% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 69.5%+0.5pp |
| Annual return | 20.87% | 27.68%-6.8pp | 148.54%-127.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $561 | $1,911-70.6% | $4,076-86.2% | $2,440-77.0% |
| Participant deferral / active EE | $1,363 | $3,563-61.7% | $5,524-75.3% | $3,607-62.2% |
| Admin fee / account holder | $21,641 | $4,245+409.8% | $8,592+151.9% | $5,124+322.3% |