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 | $36,923 | $58,208-36.6% | $81,812-54.9% | $80,856-54.3% |
| Participation rate | 86.4% | 63.4%+22.9pp | 72.3%+14.0pp | 67.6%+18.7pp |
| Annual return | 17.06% | 41.66%-24.6pp | 773.79%-756.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,285 | $2,340-2.3% | $2,912-21.5% | $2,755-17.1% |
| Participant deferral / active EE | $1,929 | $3,281-41.2% | $4,319-55.3% | $4,296-55.1% |
| Admin fee / account holder | $1,038 | $4,981-79.2% | $7,386-86.0% | $6,918-85.0% |