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 | $23,383 | $54,705-57.3% | $71,209-67.2% | $84,808-72.4% |
| Participation rate | 92.5% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.2pp |
| Annual return | 13.89% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,310 | $2,158-39.3% | $2,721-51.8% | $2,631-50.2% |
| Participant deferral / active EE | $1,908 | $3,030-37.0% | $4,175-54.3% | $4,212-54.7% |
| Admin fee / account holder | $1,431 | $4,863-70.6% | $5,349-73.2% | $7,344-80.5% |