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 | $22,674 | $65,395-65.3% | $182,532-87.6% | $72,985-68.9% |
| Participation rate | 83.9% | 65.4%+18.4pp | 78.0%+5.9pp | 69.5%+14.4pp |
| Annual return | 19.86% | 27.68%-7.8pp | 148.54%-128.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,415 | $1,911-26.0% | $4,076-65.3% | $2,440-42.0% |
| Participant deferral / active EE | $2,977 | $3,563-16.5% | $5,524-46.1% | $3,607-17.5% |
| Admin fee / account holder | $5,930 | $4,245+39.7% | $8,592-31.0% | $5,124+15.7% |