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 | $25,386 | $77,634-67.3% | $156,549-83.8% | $62,891-59.6% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 6.73% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $671 | $3,444-80.5% | $5,501-87.8% | $2,281-70.6% |
| Participant deferral / active EE | $1,615 | $3,045-47.0% | $4,871-66.9% | $3,203-49.6% |
| Admin fee / account holder | $746 | $5,561-86.6% | $13,027-94.3% | $4,296-82.6% |