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 7-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 | $32,004 | $53,516-40.2% | $126,539-74.7% | $84,808-62.3% |
| Participation rate | 97.9% | 58.2%+39.6pp | 69.8%+28.1pp | 68.3%+29.6pp |
| Annual return | 19.99% | 58.34%-38.3pp | 425.95%-406.0pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,757 | $1,535+79.7% | $3,674-24.9% | $2,631+4.8% |
| Participant deferral / active EE | $5,165 | $2,671+93.4% | $4,083+26.5% | $4,212+22.6% |
| Admin fee / account holder | $491 | $4,497-89.1% | $6,065-91.9% | $7,344-93.3% |