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 | $42,546 | $58,208-26.9% | $81,812-48.0% | $80,856-47.4% |
| Participation rate | 85.9% | 63.4%+22.5pp | 72.3%+13.6pp | 67.6%+18.3pp |
| Annual return | 10.82% | 41.66%-30.8pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,288 | $2,340-44.9% | $2,912-55.8% | $2,755-53.2% |
| Participant deferral / active EE | $4,016 | $3,281+22.4% | $4,319-7.0% | $4,296-6.5% |
| Admin fee / account holder | $2,506 | $4,981-49.7% | $7,386-66.1% | $6,918-63.8% |