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 | $28,079 | $77,419-63.7% | $69,455-59.6% | $152,861-81.6% |
| Participation rate | 73.3% | 78.1%-4.8pp | 74.6%-1.3pp | 82.4%-9.1pp |
| Annual return | 26.61% | 39.06%-12.4pp | 28.97%-2.4pp | 345.32%-318.7pp |
| Employer contribution / active EE | $821 | $3,315-75.2% | $2,779-70.5% | $4,762-82.8% |
| Participant deferral / active EE | $5,322 | $4,414+20.6% | $3,535+50.5% | $5,850-9.0% |
| Admin fee / account holder | $22,071 | $6,207+255.6% | $3,839+474.9% | $11,596+90.3% |