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 | $29,044 | $91,190-68.1% | $178,490-83.7% | $79,858-63.6% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 22.66% | 24.19%-1.5pp | 151.07%-128.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,216 | $3,256-62.6% | $5,011-75.7% | $2,471-50.8% |
| Participant deferral / active EE | $1,474 | $3,236-54.5% | $5,202-71.7% | $3,740-60.6% |
| Admin fee / account holder | $1,885 | $6,751-72.1% | $13,984-86.5% | $5,306-64.5% |