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 | $37,777 | $85,202-55.7% | $172,739-78.1% | $72,985-48.2% |
| Participation rate | 84.4% | 70.1%+14.4pp | 82.6%+1.8pp | 69.5%+15.0pp |
| Annual return | 27.76% | 27.32%+0.4pp | 802.84%-775.1pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,985 | $3,324-40.3% | $5,143-61.4% | $2,440-18.6% |
| Participant deferral / active EE | $3,564 | $3,260+9.3% | $5,198-31.4% | $3,607-1.2% |
| Admin fee / account holder | $1,084 | $5,884-81.6% | $13,954-92.2% | $5,124-78.8% |