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 | $35,450 | $98,750-64.1% | $149,696-76.3% | $79,858-55.6% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 19.43% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,318 | $3,216-27.9% | $4,644-50.1% | $2,471-6.2% |
| Participant deferral / active EE | $5,510 | $5,680-3.0% | $6,842-19.5% | $3,740+47.3% |
| Admin fee / account holder | $686 | $6,053-88.7% | $9,309-92.6% | $5,306-87.1% |