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 | $42,720 | $51,576-17.2% | $129,207-66.9% | $80,856-47.2% |
| Participation rate | 75.9% | 57.0%+18.9pp | 69.6%+6.2pp | 67.6%+8.2pp |
| Annual return | 13.98% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,663 | $2,669+112.2% | $4,168+35.9% | $4,296+31.8% |
| Admin fee / account holder | $1,775 | $4,305-58.8% | $7,715-77.0% | $6,918-74.3% |