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 | $31,632 | $108,172-70.8% | $77,482-59.2% | $158,922-80.1% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 13.65% | 31.67%-18.0pp | 54.79%-41.1pp | 302.83%-289.2pp |
| Employer contribution / active EE | $222 | $1,325-83.3% | $986-77.5% | $4,761-95.3% |
| Participant deferral / active EE | $735 | $2,456-70.1% | $1,861-60.5% | $5,982-87.7% |
| Admin fee / account holder | $7,678 | $3,708+107.1% | $2,858+168.7% | $11,246-31.7% |