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 | $27,981 | $76,000-63.2% | $154,107-81.8% | $64,186-56.4% |
| Participation rate | 79.2% | 70.4%+8.8pp | 83.0%-3.9pp | 69.6%+9.6pp |
| Annual return | 9.32% | 30.32%-21.0pp | 735.12%-725.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $981 | $3,351-70.7% | $5,298-81.5% | $2,381-58.8% |
| Participant deferral / active EE | $2,861 | $3,175-9.9% | $5,081-43.7% | $3,470-17.5% |
| Admin fee / account holder | $311 | $5,596-94.4% | $13,411-97.7% | $4,888-93.6% |