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 | $27,164 | $54,541-50.2% | $78,778-65.5% | $70,131-61.3% |
| Participation rate | 72.2% | 60.8%+11.4pp | 69.2%+3.0pp | 69.5%+2.7pp |
| Annual return | 16.44% | 21.07%-4.6pp | 35.62%-19.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $581 | $1,089-46.7% | $1,986-70.8% | $2,342-75.2% |
| Participant deferral / active EE | $2,904 | $2,210+31.4% | $2,958-1.8% | $3,332-12.9% |
| Admin fee / account holder | $3,531 | $3,709-4.8% | $5,134-31.2% | $4,645-24.0% |