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 | $36,030 | $91,037-60.4% | $71,671-49.7% | $147,584-75.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 15.67% | 20.48%-4.8pp | 20.65%-5.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,996 | $3,327-40.0% | $2,460-18.9% | $4,876-59.1% |
| Participant deferral / active EE | $5,809 | $4,498+29.1% | $3,438+69.0% | $5,439+6.8% |
| Admin fee / account holder | $3,233 | $8,613-62.5% | $5,558-41.8% | $10,885-70.3% |