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 | $27,051 | $65,395-58.6% | $182,532-85.2% | $72,985-62.9% |
| Participation rate | 74.3% | 65.4%+8.8pp | 78.0%-3.7pp | 69.5%+4.8pp |
| Annual return | 19.52% | 27.68%-8.2pp | 148.54%-129.0pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,084 | $1,911-43.3% | $4,076-73.4% | $2,440-55.6% |
| Participant deferral / active EE | $1,826 | $3,563-48.8% | $5,524-67.0% | $3,607-49.4% |
| Admin fee / account holder | $376 | $4,245-91.1% | $8,592-95.6% | $5,124-92.7% |