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 | $28,797 | $48,570-40.7% | $130,648-78.0% | $72,985-60.5% |
| Participation rate | 86.3% | 58.6%+27.7pp | 71.7%+14.6pp | 69.5%+16.8pp |
| Annual return | 22.43% | 38.63%-16.2pp | 1708.96%-1686.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,120 | $1,334-16.1% | $4,092-72.6% | $2,440-54.1% |
| Participant deferral / active EE | $2,143 | $2,384-10.1% | $3,603-40.5% | $3,607-40.6% |
| Admin fee / account holder | $3,081 | $3,549-13.2% | $5,464-43.6% | $5,124-39.9% |