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 | $39,975 | $77,634-48.5% | $156,549-74.5% | $62,891-36.4% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 9.39% | 50.32%-40.9pp | 32.23%-22.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,535 | $3,444-55.4% | $5,501-72.1% | $2,281-32.7% |
| Participant deferral / active EE | $2,365 | $3,045-22.3% | $4,871-51.4% | $3,203-26.2% |
| Admin fee / account holder | $6,881 | $5,561+23.7% | $13,027-47.2% | $4,296+60.2% |