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 | $33,621 | $63,346-46.9% | $92,233-63.5% | $70,131-52.1% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 17.70% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,729 | $2,471-30.0% | $3,679-53.0% | $2,342-26.2% |
| Participant deferral / active EE | $3,039 | $2,854+6.5% | $3,897-22.0% | $3,332-8.8% |
| Admin fee / account holder | $998 | $3,840-74.0% | $5,194-80.8% | $4,645-78.5% |