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 | $27,349 | $98,750-72.3% | $149,696-81.7% | $79,858-65.8% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 30.42% | 27.43%+3.0pp | 276.60%-246.2pp | 31.71%-1.3pp |
| Employer contribution / active EE | $4,602 | $3,216+43.1% | $4,644-0.9% | $2,471+86.2% |
| Participant deferral / active EE | $6,653 | $5,680+17.1% | $6,842-2.8% | $3,740+77.9% |
| Admin fee / account holder | $2,057 | $6,053-66.0% | $9,309-77.9% | $5,306-61.2% |