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 | $37,578 | $73,933-49.2% | $96,683-61.1% | $75,163-50.0% |
| Participation rate | 87.8% | 66.4%+21.4pp | 74.3%+13.5pp | 67.2%+20.6pp |
| Annual return | 17.42% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $6,283 | $2,928+114.6% | $3,737+68.2% | $2,670+135.4% |
| Participant deferral / active EE | $3,428 | $3,659-6.3% | $4,878-29.7% | $4,125-16.9% |
| Admin fee / account holder | $2,236 | $5,216-57.1% | $6,730-66.8% | $5,651-60.4% |