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 | $32,179 | $85,202-62.2% | $172,739-81.4% | $72,985-55.9% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.6%+12.8pp | 69.5%+25.9pp |
| Annual return | 20.73% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,057 | $3,324-38.1% | $5,143-60.0% | $2,440-15.7% |
| Participant deferral / active EE | $3,007 | $3,260-7.8% | $5,198-42.1% | $3,607-16.6% |
| Admin fee / account holder | $9,338 | $5,884+58.7% | $13,954-33.1% | $5,124+82.2% |