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 9-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 | $32,684 | $96,635-66.2% | $86,612-62.3% | $139,434-76.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 23.26% | 106.41%-83.2pp | 591.07%-567.8pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,927 | $3,263-40.9% | $3,022-36.3% | $4,751-59.4% |
| Participant deferral / active EE | $4,510 | $4,836-6.7% | $4,438+1.6% | $6,710-32.8% |
| Admin fee / account holder | $849 | $6,408-86.7% | $5,614-84.9% | $11,403-92.6% |