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 | $28,144 | $85,202-67.0% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.6%-1.4pp | 69.5%+11.8pp |
| Annual return | 24.57% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,712 | $3,324-48.5% | $5,143-66.7% | $2,440-29.8% |
| Participant deferral / active EE | $3,476 | $3,260+6.6% | $5,198-33.1% | $3,607-3.6% |
| Admin fee / account holder | $364 | $5,884-93.8% | $13,954-97.4% | $5,124-92.9% |