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 | $37,209 | $84,233-55.8% | $170,442-78.2% | $70,131-46.9% |
| Participation rate | 88.6% | 70.8%+17.8pp | 83.6%+5.0pp | 69.5%+19.1pp |
| Annual return | 13.09% | 23.06%-10.0pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,740 | $3,387-48.6% | $5,433-68.0% | $2,342-25.7% |
| Participant deferral / active EE | $1,950 | $3,086-36.8% | $4,939-60.5% | $3,332-41.5% |
| Admin fee / account holder | $6,630 | $5,698+16.4% | $13,880-52.2% | $4,645+42.7% |