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 | $29,819 | $228,332-86.9% | $185,823-84.0% | $158,922-81.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.75% | 40.80%-24.1pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,904 | $4,967+18.9% | $4,087+44.5% | $4,761+24.0% |
| Participant deferral / active EE | $5,200 | $6,415-18.9% | $5,632-7.7% | $5,982-13.1% |
| Admin fee / account holder | $1,919 | $11,864-83.8% | $9,500-79.8% | $11,246-82.9% |