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 8-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 | $33,062 | $58,512-43.5% | $84,015-60.6% | $72,985-54.7% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 18.87% | 28.93%-10.1pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,459 | $1,163+111.4% | $1,983+24.0% | $2,440+0.8% |
| Participant deferral / active EE | $2,000 | $2,394-16.4% | $3,239-38.2% | $3,607-44.6% |
| Admin fee / account holder | $6,376 | $4,569+39.6% | $6,101+4.5% | $5,124+24.4% |