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 | $34,450 | $60,124-42.7% | $90,404-61.9% | $79,858-56.9% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 51.35% | 71.94%-20.6pp | 1293.02%-1241.7pp | 31.71%+19.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,088 | $2,938+5.1% | $3,963-22.1% | $3,740-17.4% |
| Admin fee / account holder | $4,585 | $3,976+15.3% | $5,611-18.3% | $5,306-13.6% |