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 | $35,313 | $69,207-49.0% | $64,056-44.9% | $139,434-74.7% |
| Participation rate | 84.2% | 75.6%+8.6pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 25.52% | 45.88%-20.4pp | 33.69%-8.2pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,082 | $3,182-66.0% | $2,747-60.6% | $4,751-77.2% |
| Participant deferral / active EE | $2,978 | $4,682-36.4% | $3,880-23.2% | $6,710-55.6% |
| Admin fee / account holder | $8,126 | $4,244+91.5% | $3,068+164.9% | $11,403-28.7% |