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 4-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 | $30,767 | $29,660+3.7% | $56,411-45.5% | $80,856-61.9% |
| Participation rate | 73.3% | 41.6%+31.7pp | 52.5%+20.9pp | 67.6%+5.7pp |
| Annual return | 14.90% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,510 | $669+424.5% | $1,039+238.0% | $2,755+27.4% |
| Participant deferral / active EE | $7,857 | $1,226+540.9% | $1,952+302.6% | $4,296+82.9% |
| Admin fee / account holder | $3,455 | $2,428+42.3% | $2,829+22.1% | $6,918-50.1% |