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 | $35,366 | $61,774-42.7% | $97,226-63.6% | $80,856-56.3% |
| Participation rate | 83.8% | 63.5%+20.3pp | 72.7%+11.1pp | 67.6%+16.1pp |
| Annual return | 25.34% | -557.90%+583.2pp | 75.13%-49.8pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,567 | $1,837+39.8% | $2,729-5.9% | $2,755-6.8% |
| Participant deferral / active EE | $2,895 | $3,029-4.4% | $4,264-32.1% | $4,296-32.6% |
| Admin fee / account holder | $1,072 | $5,166-79.2% | $5,654-81.0% | $6,918-84.5% |