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 | $32,394 | $90,600-64.2% | $79,464-59.2% | $135,375-76.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 0.72% | 977.43%-976.7pp | 718.14%-717.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $3,778 | $3,068+23.2% | $2,800+34.9% | $4,779-20.9% |
| Participant deferral / active EE | $9,739 | $4,050+140.4% | $3,704+162.9% | $5,609+73.6% |
| Admin fee / account holder | $15,489 | $5,907+162.2% | $5,113+202.9% | $10,827+43.1% |