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 | $19,889 | $63,346-68.6% | $92,233-78.4% | $70,131-71.6% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 28.63% | 530.12%-501.5pp | 176.28%-147.6pp | 73.14%-44.5pp |
| Employer contribution / active EE | $5,042 | $2,471+104.0% | $3,679+37.0% | $2,342+115.2% |
| Participant deferral / active EE | $3,026 | $2,854+6.0% | $3,897-22.4% | $3,332-9.2% |
| Admin fee / account holder | $851 | $3,840-77.8% | $5,194-83.6% | $4,645-81.7% |