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 | $36,552 | $60,124-39.2% | $90,404-59.6% | $79,858-54.2% |
| Participation rate | 81.0% | 65.0%+16.0pp | 72.7%+8.3pp | 69.6%+11.3pp |
| Annual return | 18.50% | 71.94%-53.4pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,929 | $2,068+41.6% | $3,262-10.2% | $2,471+18.5% |
| Participant deferral / active EE | $5,915 | $2,938+101.3% | $3,963+49.3% | $3,740+58.2% |
| Admin fee / account holder | $1,736 | $3,976-56.3% | $5,611-69.1% | $5,306-67.3% |