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 | $33,798 | $45,152-25.1% | $73,843-54.2% | $59,632-43.3% |
| Participation rate | 88.5% | 64.0%+24.5pp | 73.4%+15.1pp | 68.7%+19.9pp |
| Annual return | 12.19% | 27.40%-15.2pp | 2267.84%-2255.6pp | 2041.28%-2029.1pp |
| Employer contribution / active EE | $3,627 | $1,902+90.7% | $2,787+30.1% | $2,203+64.7% |
| Participant deferral / active EE | $5,607 | $2,574+117.9% | $3,583+56.5% | $3,192+75.7% |
| Admin fee / account holder | $3,167 | $3,516-9.9% | $4,880-35.1% | $4,297-26.3% |