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 | $37,105 | $63,346-41.4% | $92,233-59.8% | $70,131-47.1% |
| Participation rate | 86.3% | 68.7%+17.6pp | 76.5%+9.8pp | 69.5%+16.7pp |
| Annual return | 14.84% | 530.12%-515.3pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,328 | $2,471-46.3% | $3,679-63.9% | $2,342-43.3% |
| Participant deferral / active EE | $3,069 | $2,854+7.5% | $3,897-21.2% | $3,332-7.9% |
| Admin fee / account holder | $2,939 | $3,840-23.5% | $5,194-43.4% | $4,645-36.7% |