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 | $36,715 | $58,694-37.4% | $142,863-74.3% | $85,850-57.2% |
| Participation rate | 91.2% | 58.5%+32.7pp | 71.9%+19.2pp | 69.3%+21.9pp |
| Annual return | 19.96% | 27.72%-7.8pp | 5637.54%-5617.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $954 | $1,423-32.9% | $4,144-77.0% | $2,565-62.8% |
| Participant deferral / active EE | $2,814 | $2,607+7.9% | $3,837-26.7% | $3,952-28.8% |
| Admin fee / account holder | $5,387 | $4,239+27.1% | $6,560-17.9% | $6,260-13.9% |