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 7-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 | $28,825 | $63,764-54.8% | $81,930-64.8% | $79,858-63.9% |
| Participation rate | 95.1% | 67.5%+27.6pp | 72.0%+23.1pp | 69.6%+25.4pp |
| Annual return | 20.41% | 22.66%-2.3pp | 29.49%-9.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,825 | $1,795+1.6% | $4,310-57.7% | $2,471-26.2% |
| Participant deferral / active EE | $1,623 | $2,780-41.6% | $7,107-77.2% | $3,740-56.6% |
| Admin fee / account holder | $2,231 | $4,426-49.6% | $5,158-56.8% | $5,306-58.0% |