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 | $34,353 | $105,181-67.3% | $159,436-78.5% | $85,850-60.0% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.8%-12.2pp | 69.3%+1.3pp |
| Annual return | 13.96% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,335 | $3,318-29.6% | $4,829-51.7% | $2,565-9.0% |
| Participant deferral / active EE | $4,698 | $5,945-21.0% | $7,352-36.1% | $3,952+18.9% |
| Admin fee / account holder | $2,527 | $6,933-63.5% | $10,799-76.6% | $6,260-59.6% |