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 | $28,679 | $98,750-71.0% | $149,696-80.8% | $79,858-64.1% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 17.85% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $984 | $3,216-69.4% | $4,644-78.8% | $2,471-60.2% |
| Participant deferral / active EE | $2,458 | $5,680-56.7% | $6,842-64.1% | $3,740-34.3% |
| Admin fee / account holder | $1,394 | $6,053-77.0% | $9,309-85.0% | $5,306-73.7% |