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 | $26,454 | $95,416-72.3% | $185,823-85.8% | $85,850-69.2% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.2pp |
| Annual return | 14.85% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,661 | $3,314-49.9% | $5,167-67.9% | $2,565-35.2% |
| Participant deferral / active EE | $1,602 | $3,423-53.2% | $5,568-71.2% | $3,952-59.5% |
| Admin fee / account holder | $2,678 | $7,213-62.9% | $16,237-83.5% | $6,260-57.2% |