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 | $29,686 | $52,279-43.2% | $89,391-66.8% | $79,858-62.8% |
| Participation rate | 71.9% | 57.5%+14.4pp | 68.0%+4.0pp | 69.6%+2.3pp |
| Annual return | 13.14% | 22.16%-9.0pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,781 | $1,572+13.3% | $2,586-31.1% | $2,471-27.9% |
| Participant deferral / active EE | $3,600 | $2,740+31.4% | $3,890-7.4% | $3,740-3.7% |
| Admin fee / account holder | $1,491 | $3,356-55.6% | $4,881-69.5% | $5,306-71.9% |