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 | $33,373 | $60,124-44.5% | $90,404-63.1% | $79,858-58.2% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 18.54% | 71.94%-53.4pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $998 | $2,068-51.7% | $3,262-69.4% | $2,471-59.6% |
| Participant deferral / active EE | $4,476 | $2,938+52.3% | $3,963+12.9% | $3,740+19.7% |
| Admin fee / account holder | $1,854 | $3,976-53.4% | $5,611-67.0% | $5,306-65.1% |