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 | $27,647 | $73,933-62.6% | $96,683-71.4% | $75,163-63.2% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 20.65% | 26.70%-6.0pp | 35.69%-15.0pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,838 | $2,928-37.2% | $3,737-50.8% | $2,670-31.2% |
| Participant deferral / active EE | $5,263 | $3,659+43.9% | $4,878+7.9% | $4,125+27.6% |
| Admin fee / account holder | $1,832 | $5,216-64.9% | $6,730-72.8% | $5,651-67.6% |