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 | $34,285 | $89,355-61.6% | $141,162-75.7% | $72,985-53.0% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 22.51% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $960 | $3,114-69.2% | $4,735-79.7% | $2,440-60.6% |
| Participant deferral / active EE | $2,343 | $5,418-56.8% | $6,709-65.1% | $3,607-35.1% |
| Admin fee / account holder | $1,351 | $5,958-77.3% | $10,261-86.8% | $5,124-73.6% |