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 7-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 | $27,489 | $100,773-72.7% | $88,946-69.1% | $142,382-80.7% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 13.88% | 70.18%-56.3pp | 57.82%-43.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,412 | $2,918-51.6% | $2,555-44.7% | $4,299-67.2% |
| Participant deferral / active EE | $2,987 | $5,230-42.9% | $4,581-34.8% | $6,507-54.1% |
| Admin fee / account holder | $16,289 | $9,693+68.0% | $8,261+97.2% | $12,624+29.0% |