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 | $34,537 | $102,317-66.2% | $146,958-76.5% | $80,856-57.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 13.74% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,908 | $3,713-48.6% | $4,933-61.3% | $2,755-30.7% |
| Participant deferral / active EE | $4,433 | $6,644-33.3% | $8,070-45.1% | $4,296+3.2% |
| Admin fee / account holder | $368 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |