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 | $35,205 | $37,426-5.9% | $77,482-54.6% | $79,858-55.9% |
| Participation rate | 81.3% | 41.5%+39.7pp | 54.2%+27.1pp | 69.6%+11.6pp |
| Annual return | 17.63% | 39.70%-22.1pp | 54.79%-37.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,227 | $637+249.8% | $986+125.8% | $2,471-9.9% |
| Participant deferral / active EE | $2,303 | $1,260+82.8% | $1,861+23.8% | $3,740-38.4% |
| Admin fee / account holder | $10,709 | $2,504+327.7% | $2,858+274.7% | $5,306+101.8% |