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 7-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 | $33,298 | $48,230-31.0% | $67,502-50.7% | $80,856-58.8% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.6%+29.8pp |
| Annual return | 15.77% | 18.28%-2.5pp | 3512.12%-3496.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,570 | $2,020+76.8% | $2,731+30.7% | $2,755+29.6% |
| Participant deferral / active EE | $6,051 | $2,924+107.0% | $4,000+51.3% | $4,296+40.9% |
| Admin fee / account holder | $3,662 | $3,681-0.5% | $3,998-8.4% | $6,918-47.1% |