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 | $34,969 | $78,422-55.4% | $95,952-63.6% | $79,858-56.2% |
| Participation rate | 93.5% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+23.9pp |
| Annual return | 16.94% | 19.37%-2.4pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,122 | $1,945+60.5% | $2,541+22.8% | $2,471+26.3% |
| Participant deferral / active EE | $1,874 | $3,440-45.5% | $4,167-55.0% | $3,740-49.9% |
| Admin fee / account holder | $538 | $5,622-90.4% | $6,795-92.1% | $5,306-89.9% |