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 9-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 | $32,595 | $98,750-67.0% | $149,696-78.2% | $79,858-59.2% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.5%+5.2pp | 69.6%+18.0pp |
| Annual return | 28.70% | 27.43%+1.3pp | 276.60%-247.9pp | 31.71%-3.0pp |
| Employer contribution / active EE | $4,008 | $3,216+24.6% | $4,644-13.7% | $2,471+62.2% |
| Participant deferral / active EE | $5,927 | $5,680+4.4% | $6,842-13.4% | $3,740+58.5% |
| Admin fee / account holder | $2,053 | $6,053-66.1% | $9,309-77.9% | $5,306-61.3% |