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 | $35,965 | $91,538-60.7% | $129,995-72.3% | $75,163-52.2% |
| Participation rate | 89.8% | 71.4%+18.4pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | 17.21% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,534 | $2,845-46.1% | $4,320-64.5% | $2,670-42.5% |
| Participant deferral / active EE | $4,096 | $4,341-5.6% | $5,820-29.6% | $4,125-0.7% |
| Admin fee / account holder | $12,145 | $6,790+78.9% | $10,614+14.4% | $5,651+114.9% |