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 | $32,923 | $96,484-65.9% | $75,886-56.6% | $152,861-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.26% | 33.98%-16.7pp | 30.76%-13.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,084 | $3,309-37.0% | $2,500-16.7% | $4,762-56.2% |
| Participant deferral / active EE | $3,188 | $4,553-30.0% | $3,603-11.5% | $5,850-45.5% |
| Admin fee / account holder | $8,979 | $8,078+11.1% | $5,418+65.7% | $11,596-22.6% |