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 | $27,339 | $85,202-67.9% | $172,739-84.2% | $72,985-62.5% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 25.56% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,857 | $3,324-44.1% | $5,143-63.9% | $2,440-23.9% |
| Participant deferral / active EE | $4,220 | $3,260+29.5% | $5,198-18.8% | $3,607+17.0% |
| Admin fee / account holder | $393 | $5,884-93.3% | $13,954-97.2% | $5,124-92.3% |