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 | $34,779 | $68,547-49.3% | $120,354-71.1% | $80,856-57.0% |
| Participation rate | 92.9% | 61.6%+31.3pp | 71.9%+20.9pp | 67.6%+25.2pp |
| Annual return | 17.79% | 23.60%-5.8pp | 107.15%-89.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,782 | $2,051-13.1% | $3,463-48.5% | $2,755-35.3% |
| Participant deferral / active EE | $3,810 | $3,173+20.1% | $4,991-23.7% | $4,296-11.3% |
| Admin fee / account holder | $1,178 | $5,732-79.5% | $9,423-87.5% | $6,918-83.0% |