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 | $22,450 | $53,127-57.7% | $86,590-74.1% | $70,131-68.0% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 23.39% | 27.66%-4.3pp | 964.84%-941.5pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,011 | $2,068-51.1% | $2,839-64.4% | $2,342-56.8% |
| Participant deferral / active EE | $2,927 | $2,696+8.6% | $3,609-18.9% | $3,332-12.1% |
| Admin fee / account holder | $2,003 | $3,585-44.1% | $4,906-59.2% | $4,645-56.9% |