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 | $38,453 | $60,124-36.0% | $90,404-57.5% | $79,858-51.8% |
| Participation rate | 85.3% | 65.0%+20.3pp | 72.7%+12.6pp | 69.6%+15.7pp |
| Annual return | 29.12% | 71.94%-42.8pp | 1293.02%-1263.9pp | 31.71%-2.6pp |
| Employer contribution / active EE | $2,492 | $2,068+20.5% | $3,262-23.6% | $2,471+0.9% |
| Participant deferral / active EE | $3,931 | $2,938+33.8% | $3,963-0.8% | $3,740+5.1% |
| Admin fee / account holder | $489 | $3,976-87.7% | $5,611-91.3% | $5,306-90.8% |