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 | $21,626 | $56,897-62.0% | $84,750-74.5% | $62,891-65.6% |
| Participation rate | 72.7% | 68.5%+4.2pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 40.31% | 6.30%+34.0pp | 22.78%+17.5pp | 20.14%+20.2pp |
| Employer contribution / active EE | $3,802 | $2,400+58.4% | $3,574+6.4% | $2,281+66.7% |
| Participant deferral / active EE | $3,260 | $2,709+20.3% | $3,712-12.2% | $3,203+1.8% |
| Admin fee / account holder | $2,975 | $3,581-16.9% | $5,332-44.2% | $4,296-30.7% |