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 | $52,187 | $78,705-33.7% | $117,854-55.7% | $70,131-25.6% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.5pp | 69.5%+27.6pp |
| Annual return | 13.10% | 23.30%-10.2pp | 335.08%-322.0pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,711 | $2,223-23.1% | $3,786-54.8% | $2,342-27.0% |
| Participant deferral / active EE | $2,395 | $3,297-27.4% | $4,482-46.6% | $3,332-28.1% |
| Admin fee / account holder | $1,564 | $5,065-69.1% | $8,020-80.5% | $4,645-66.3% |