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 | $20,216 | $51,175-60.5% | $70,515-71.3% | $75,163-73.1% |
| Participation rate | 84.8% | 60.9%+23.9pp | 68.3%+16.5pp | 67.2%+17.7pp |
| Annual return | 19.21% | 30.02%-10.8pp | 32.77%-13.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,544 | $1,826+39.3% | $2,973-14.4% | $2,670-4.7% |
| Participant deferral / active EE | $3,569 | $2,849+25.2% | $4,567-21.9% | $4,125-13.5% |
| Admin fee / account holder | $1,414 | $4,091-65.4% | $6,412-77.9% | $5,651-75.0% |