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 | $35,858 | $70,669-49.3% | $169,368-78.8% | $75,163-52.3% |
| Participation rate | 74.2% | 64.8%+9.4pp | 77.1%-3.0pp | 67.2%+7.0pp |
| Annual return | 14.51% | 36.36%-21.8pp | 405.60%-391.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,028 | $4,311-53.0% | $6,221-67.4% | $4,125-50.8% |
| Admin fee / account holder | $7,981 | $5,402+47.7% | $9,003-11.4% | $5,651+41.2% |