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 | $42,429 | $29,660+43.1% | $56,411-24.8% | $80,856-47.5% |
| Participation rate | 84.4% | 41.6%+42.7pp | 52.5%+31.9pp | 67.6%+16.7pp |
| Annual return | 17.33% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,757 | $1,226+43.3% | $1,952-10.0% | $4,296-59.1% |
| Admin fee / account holder | $721 | $2,428-70.3% | $2,829-74.5% | $6,918-89.6% |