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 | $34,975 | $53,516-34.6% | $126,539-72.4% | $84,808-58.8% |
| Participation rate | 88.9% | 58.2%+30.6pp | 69.8%+19.1pp | 68.3%+20.6pp |
| Annual return | 13.63% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,091 | $1,535-28.9% | $3,674-70.3% | $2,631-58.5% |
| Participant deferral / active EE | $3,525 | $2,671+32.0% | $4,083-13.7% | $4,212-16.3% |
| Admin fee / account holder | $2,470 | $4,497-45.1% | $6,065-59.3% | $7,344-66.4% |