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 | $35,653 | $105,181-66.1% | $159,436-77.6% | $85,850-58.5% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.8%+10.8pp | 69.3%+24.3pp |
| Annual return | 17.63% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $776 | $3,318-76.6% | $4,829-83.9% | $2,565-69.7% |
| Participant deferral / active EE | $2,653 | $5,945-55.4% | $7,352-63.9% | $3,952-32.9% |
| Admin fee / account holder | $5,040 | $6,933-27.3% | $10,799-53.3% | $6,260-19.5% |