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 | $37,764 | $98,750-61.8% | $149,696-74.8% | $79,858-52.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 14.32% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,999 | $3,216-6.7% | $4,644-35.4% | $2,471+21.4% |
| Participant deferral / active EE | $6,046 | $5,680+6.4% | $6,842-11.6% | $3,740+61.6% |
| Admin fee / account holder | $6,979 | $6,053+15.3% | $9,309-25.0% | $5,306+31.5% |