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 | $26,592 | $51,175-48.0% | $70,515-62.3% | $75,163-64.6% |
| Participation rate | 71.1% | 60.9%+10.1pp | 68.3%+2.7pp | 67.2%+3.9pp |
| Annual return | 23.57% | 30.02%-6.5pp | 32.77%-9.2pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,910 | $1,826+4.6% | $2,973-35.8% | $2,670-28.5% |
| Participant deferral / active EE | $3,537 | $2,849+24.1% | $4,567-22.6% | $4,125-14.3% |
| Admin fee / account holder | $537 | $4,091-86.9% | $6,412-91.6% | $5,651-90.5% |