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 | $28,379 | $55,415-48.8% | $155,509-81.8% | $74,495-61.9% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.8pp | 67.2%+15.8pp |
| Annual return | 13.11% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,294 | $2,267-42.9% | $4,672-72.3% | $2,623-50.7% |
| Participant deferral / active EE | $2,692 | $2,836-5.1% | $5,626-52.1% | $4,346-38.0% |
| Admin fee / account holder | $3,408 | $1,738+96.1% | $15,912-78.6% | $1,942+75.5% |