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 | $35,649 | $51,576-30.9% | $129,207-72.4% | $80,856-55.9% |
| Participation rate | 71.4% | 57.0%+14.5pp | 69.6%+1.8pp | 67.6%+3.8pp |
| Annual return | 15.62% | 20.81%-5.2pp | 9417.33%-9401.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,001 | $1,584-36.8% | $4,153-75.9% | $2,755-63.7% |
| Participant deferral / active EE | $3,368 | $2,669+26.2% | $4,168-19.2% | $4,296-21.6% |
| Admin fee / account holder | $15,523 | $4,305+260.6% | $7,715+101.2% | $6,918+124.4% |