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 6-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 | $29,958 | $48,230-37.9% | $67,502-55.6% | $80,856-62.9% |
| Participation rate | 83.9% | 66.4%+17.5pp | 72.9%+11.0pp | 67.6%+16.2pp |
| Annual return | 17.49% | 18.28%-0.8pp | 3512.12%-3494.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,671 | $2,020-17.2% | $2,731-38.8% | $2,755-39.3% |
| Participant deferral / active EE | $3,635 | $2,924+24.3% | $4,000-9.1% | $4,296-15.4% |
| Admin fee / account holder | $805 | $3,681-78.1% | $3,998-79.9% | $6,918-88.4% |