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 | $33,903 | $63,346-46.5% | $92,233-63.2% | $70,131-51.7% |
| Participation rate | 79.4% | 68.7%+10.7pp | 76.5%+2.9pp | 69.5%+9.9pp |
| Annual return | 16.49% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,722 | $2,471-30.3% | $3,679-53.2% | $2,342-26.5% |
| Participant deferral / active EE | $4,069 | $2,854+42.6% | $3,897+4.4% | $3,332+22.1% |
| Admin fee / account holder | $1,057 | $3,840-72.5% | $5,194-79.7% | $4,645-77.3% |