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 | $36,781 | $48,570-24.3% | $130,648-71.8% | $72,985-49.6% |
| Participation rate | 84.6% | 58.6%+26.0pp | 71.7%+12.9pp | 69.5%+15.1pp |
| Annual return | 23.80% | 38.63%-14.8pp | 1708.96%-1685.2pp | 81.00%-57.2pp |
| Employer contribution / active EE | $569 | $1,334-57.4% | $4,092-86.1% | $2,440-76.7% |
| Participant deferral / active EE | $3,601 | $2,384+51.1% | $3,6030% | $3,607-0.2% |
| Admin fee / account holder | $3,618 | $3,549+1.9% | $5,464-33.8% | $5,124-29.4% |