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 | $25,002 | $93,571-73.3% | $135,903-81.6% | $75,163-66.7% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 67.2%+22.4pp |
| Annual return | 16.94% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,151 | $3,537-39.2% | $4,856-55.7% | $2,670-19.4% |
| Participant deferral / active EE | $2,864 | $6,404-55.3% | $7,758-63.1% | $4,125-30.6% |
| Admin fee / account holder | $2,111 | $6,975-69.7% | $10,762-80.4% | $5,651-62.6% |