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 | $34,595 | $56,114-38.3% | $96,139-64.0% | $85,850-59.7% |
| Participation rate | 97.4% | 56.7%+40.6pp | 68.4%+28.9pp | 69.3%+28.1pp |
| Annual return | 15.31% | 42.30%-27.0pp | 191.94%-176.6pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,751 | $1,620+8.1% | $2,797-37.4% | $2,565-31.7% |
| Participant deferral / active EE | $3,504 | $2,859+22.6% | $4,349-19.4% | $3,952-11.3% |
| Admin fee / account holder | $728 | $3,768-80.7% | $5,537-86.8% | $6,260-88.4% |