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 | $33,079 | $58,208-43.2% | $81,812-59.6% | $80,856-59.1% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 16.75% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,883 | $2,340-19.5% | $2,912-35.3% | $2,755-31.6% |
| Participant deferral / active EE | $4,018 | $3,281+22.5% | $4,319-7.0% | $4,296-6.5% |
| Admin fee / account holder | $351 | $4,981-92.9% | $7,386-95.2% | $6,918-94.9% |