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 | $34,607 | $104,486-66.9% | $76,817-54.9% | $152,861-77.4% |
| Participation rate | 88.2% | 76.6%+11.6pp | 72.1%+16.2pp | 82.4%+5.8pp |
| Annual return | 14.65% | 1013.37%-998.7pp | 1166.11%-1151.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $714 | $3,116-77.1% | $2,302-69.0% | $4,762-85.0% |
| Participant deferral / active EE | $1,591 | $4,236-62.4% | $3,336-52.3% | $5,850-72.8% |
| Admin fee / account holder | $676 | $12,275-94.5% | $6,420-89.5% | $11,596-94.2% |