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 | $29,671 | $60,124-50.7% | $90,404-67.2% | $79,858-62.8% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 10.67% | 71.94%-61.3pp | 1293.02%-1282.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,613 | $2,068+26.4% | $3,262-19.9% | $2,471+5.8% |
| Participant deferral / active EE | $2,663 | $2,938-9.3% | $3,963-32.8% | $3,740-28.8% |
| Admin fee / account holder | $376 | $3,976-90.6% | $5,611-93.3% | $5,306-92.9% |