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 | $25,113 | $85,202-70.5% | $172,739-85.5% | $72,985-65.6% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 23.26% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,308 | $3,324-60.7% | $5,143-74.6% | $2,440-46.4% |
| Participant deferral / active EE | $1,686 | $3,260-48.3% | $5,198-67.6% | $3,607-53.3% |
| Admin fee / account holder | $1,498 | $5,884-74.5% | $13,954-89.3% | $5,124-70.8% |