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 | $28,303 | $69,207-59.1% | $64,056-55.8% | $139,434-79.7% |
| Participation rate | 79.2% | 75.6%+3.6pp | 72.3%+6.9pp | 80.3%-1.2pp |
| Annual return | 20.24% | 45.88%-25.6pp | 33.69%-13.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,037 | $3,182-36.0% | $2,747-25.8% | $4,751-57.1% |
| Participant deferral / active EE | $6,626 | $4,682+41.5% | $3,880+70.8% | $6,710-1.3% |
| Admin fee / account holder | $6,468 | $4,244+52.4% | $3,068+110.8% | $11,403-43.3% |