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 | $29,507 | $77,899-62.1% | $149,673-80.3% | $75,163-60.7% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 16.55% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,932 | $3,137-38.4% | $4,818-59.9% | $2,670-27.6% |
| Participant deferral / active EE | $3,754 | $3,411+10.0% | $5,680-33.9% | $4,125-9.0% |
| Admin fee / account holder | $2,102 | $5,956-64.7% | $13,210-84.1% | $5,651-62.8% |