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 | $38,986 | $77,899-50.0% | $149,673-74.0% | $75,163-48.1% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 16.28% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,848 | $3,137+54.5% | $4,818+0.6% | $2,670+81.6% |
| Participant deferral / active EE | $4,319 | $3,411+26.6% | $5,680-24.0% | $4,125+4.7% |
| Admin fee / account holder | $1,388 | $5,956-76.7% | $13,210-89.5% | $5,651-75.4% |