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 | $35,436 | $53,127-33.3% | $86,590-59.1% | $70,131-49.5% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 18.85% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,727 | $2,068-16.5% | $2,839-39.2% | $2,342-26.3% |
| Participant deferral / active EE | $2,408 | $2,696-10.7% | $3,609-33.3% | $3,332-27.7% |
| Admin fee / account holder | $605 | $3,585-83.1% | $4,906-87.7% | $4,645-87.0% |