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 | $24,847 | $124,319-80.0% | $111,297-77.7% | $167,490-85.2% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 9.64% | 37.44%-27.8pp | 54.65%-45.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,367 | $3,435-60.2% | $2,731-50.0% | $4,837-71.7% |
| Participant deferral / active EE | $2,256 | $5,180-56.5% | $4,487-49.7% | $6,341-64.4% |
| Admin fee / account holder | $5,716 | $10,618-46.2% | $7,964-28.2% | $12,309-53.6% |