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 | $24,057 | $93,571-74.3% | $135,903-82.3% | $75,163-68.0% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 22.32% | 30.90%-8.6pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,164 | $3,537-67.1% | $4,856-76.0% | $2,670-56.4% |
| Participant deferral / active EE | $3,896 | $6,404-39.2% | $7,758-49.8% | $4,125-5.5% |
| Admin fee / account holder | $1,371 | $6,975-80.3% | $10,762-87.3% | $5,651-75.7% |