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 | $29,764 | $52,903-43.7% | $73,307-59.4% | $59,632-50.1% |
| Participation rate | 93.5% | 68.2%+25.3pp | 74.9%+18.6pp | 68.7%+24.9pp |
| Annual return | 4.16% | 12.20%-8.0pp | 5.67%-1.5pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $571 | $1,909-70.1% | $3,237-82.4% | $2,203-74.1% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,412 | $3,834-37.1% | $5,637-57.2% | $4,297-43.9% |