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 | $37,856 | $76,000-50.2% | $154,107-75.4% | $64,186-41.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | 8.92% | 30.32%-21.4pp | 735.12%-726.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,242 | $3,351-33.1% | $5,298-57.7% | $2,381-5.8% |
| Participant deferral / active EE | $2,813 | $3,175-11.4% | $5,081-44.6% | $3,470-18.9% |
| Admin fee / account holder | $14,134 | $5,596+152.6% | $13,411+5.4% | $4,888+189.2% |